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

  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investment Management
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 License
  • FINRA Series 63 License
  • FINRA Series 3 License
  • FINRA Series 5 License
  • Florida Life / Health / Variable Annuity License

Education

  • University of South Florida - Manatee
  • MBA, Finance
  • Eckerd College, BS Business Administration

Interests

I enjoy the Arts, attending shows and museums, and participating at our local Art Center Sarasota's I-Concept event each February

Excersize, dance, and rowing

Travel

I like to learn new languages, currently I am studying Chinese and Spanish

Community participation

Volunteer for Make A Wish Foundation, Food Bank Sarasota, and Susan B Komen Foundation

Sponsor of The Art Center Sarasota

Sponsor of Neuro Challenge Foundation for Parkinson’s

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer"

Previous experience

  • Morgan Stanley, 1984-1994
  • UBS, 1994-2016