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

  • Small Business
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Business Financial Advisor

Education

  • University of Florida - B.S. Finance, Warrington College of Business

Interests

  • I'm first and foremost an entrepreneur and I'm passionate about helping small business owners succeed.
  • I am passionate about financial education in the workplace.
  • Also, I enjoy educating and advising women business owners, divorcees, and widows on smart financial strategies.
  • I like to consider myself tech savvy and enjoy learning about new technologies.
  • I love exotic sports cars & going to vintage car shows.
  • I am a big fan of Florida Football. Go Gators!
  • In my free time, I enjoy event photography, landscape photography and painting murals.
  • I love the beach and like to surf.
  • I enjoy ballroom and Latin dancing.

Community participation

    • TechLauderdale - Marketing Director & Board Member
    • Founder of Tech Talent Fest, a unique talent and hiring experience designed specifically for the tech industry.
    • Boca Raton Chamber - Ambassador
    • Volunteer/Photographer for Boating & Beach Bash for People with Disabilities

Professional associations

  • TechLauderdale Board Member
  • Boca Raton Chamber of Commerce