Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

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


  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠


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


  • 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!

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

Awards & recognition

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

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.