Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA Bachelor of Arts, Business Administration/Economics
  • Belmont Abbey College
  • Belmont, North Carolina

Interests

  • I enjoy triathlon, cycling, running, traveling, reading, snowboarding, cooking, hiking, photography, and spending time with family, friends, and our little puppies Cipollini and Eros!
  • I love helping people find a balance between working and living the life they work so hard to enjoy!

Community participation

  • I am a member of the University of Tampa Board of Fellows to stay involved in our community and support our future business leaders
  • I volunteer to help build and participate in OnBikes because "every kid deserves a bike!"
  • I volunteer at Feeding Tampa Bay

Awards & recognition

  • Ameriprise Circle of Success, 2010-2015, 2017-2019
  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Diamond Ring advisor, 2019