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
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7 and 66
  • Life, Health, and Variable Annuity
  • CDFA®; Certified Divorce Financial Analyst®
  • BFA™ Behavioral Financial Advisor™


  • Bachelor of Science- Florida State University


  • Spending time with family and friends
  • Hot Yoga
  • CycleBar
  • Orange Theory Fitness
  • Brevard Zoo and giving back to other charitable organizations in Brevard.

Community participation

  • Citizen of the Year finalist ,- Florida Today 2016
  • Women's Advisor Retreat, Speaker, Upper Midwest 2015
  • Women's Advisor Retreat, Speaker, Chicago 2014
  • Women's Advisor Forum, Keynote Speaker, New York 2014
  • Women’s Advisor Forum, Keynote Speaker, Chicago 2014
  • Wealth Management Conference, Panelist, California 2014

Awards & recognition

  • Ameriprise Circle of Success, 2018-2020
  • Ameriprise Client Experience Award, 2020

Previous experience

  • First Vice President-Investment Officer, CFP® Wells Fargo Advisors, LLC, August 1995 - May 2013

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.