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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Charitable Giving
  • Investments
12
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 my energetic toddler!) and friends.
  • In addition to a toddler, we have an Australian Shepherd, Slash, and a kitty, Chienne ("dog" in French).
  • I enjoy music, travel, cooking/baking, and exploring the Tampa Bay area.