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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Charitable Giving
  • Investments
14
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℠
  • Series 7
  • Series 66
  • Life, Health, and Variable Annuity License

Education

  • BBA Bachelor of Business Administration, Stetson University, DeLand, FL

Interests

  • I enjoy spending most of my free time with my family (especially my husband, Tom, and our two boys!) and friends.
  • I enjoy music, travel, cooking/baking, and exploring the Tampa Bay area.
  • England is my second home - I am a first generation US citizen and have been fortunate enough to visit England close to 25 times.

Awards & recognition

  • Ultimate Digital Excellence Award, 2021
  • LaRocco & Associates, Ameriprise Client Experience Award, 2021