Advisor profile

Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact me for help getting started.
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor


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

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Ameriprise Diamond Ring Advisor, 2019
  • Ameriprise Circle of Success, 2010-2015, 2017-2022
  • Forbes Top Women Wealth Advisors, 2020
  • LaRocco & Associates, Ameriprise Client Experience Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Dream Center of Tampa Summer Camp
Dream Center of Tampa Summer Camp
  • Member of the University of Tampa Board of Fellows
  • Dream Center of Tampa Bay
  • OnBikes annual bike build and ride and because "every kid deserves a bike!"
  • Feeding Tampa Bay
  • The Dali Museum Corporate Sponsor and including support of their Fashion Design at the Dali program for teens


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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.