Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business
24
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℠

Education

  • MBA Master of Business Administration, University of North Florida, Jax. Fl 1997

Interests

  • I enjoy traveling, exploring new places, and meeting new people.
  • I enjoy cooking and I especially enjoy trying out new recipes from around the world.
  • My three children ages 20-30, my 'Terrific Trio', are the center of my world. I treasure the time we spend together, I am very involved in their lives.
  • I like photography. I believe photographs capture moments that could be shared from generation to generation.