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
19
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, 2017-2020
  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Diamond Ring advisor, 2019

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.