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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Florida State University, Bachelor of Science in Finance

Community participation

  • Second Harvest Food Bank, Contributer & Volunteer
  • Lighthouse Central Florida, Contributor
  • YMCA Central Florida, Contributor
  • New Hope for Kids, Maitland, FL, Volunteer
  • Financial Planning Association, Member 2015 - Current

Interests

  • Family is of highest priority. Adoption has always been a passion of mine. I chose to become a mother through adoption in 2016. My daughter joined our family in July of 2016. She is a dream come true!
  • Working with family is one of my greatest joys and a weekend is not complete without a family meal.
  • Travel! I lived in Madrid for 2 years and traveled Europe extensively. There is still so much of the world to see.
  • Running. I ran the Disney Marathon in 2007 and love staying active. My European adventure lead to using my two feet as my main mode of transportation. Physical health is very much a part of mental health.

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.