Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving


  • 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, 2022-2024
  • Ameriprise Diamond Ring Advisor, 2019
  • Ameriprise Circle of Success, 2010-2015, 2017-2023
  • Forbes Top Women Wealth Advisors, 2020
  • LaRocco & Associates, Ameriprise Client Experience Award, 2021, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023

Community participation

Wine, Women & Shoes benefitting Children's Cancer Center
Wine, Women & Shoes benefitting Children's Cancer Center
  • Member of the University of Tampa Board of Fellows
  • The Dali Museum Corporate Sponsor; Fashion Design at the Dali program for teens
  • OnBikes Annual Bike Build and Ride"every kid deserves a bike!"
  • Wine, Women & Shoes
  • Heart Gallery of Tampa
  • Dream Center of Tampa Bay
  • Feeding Tampa Bay


  • 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.