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

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • ADPA® Accredited Domestic Partnership Advisor℠


  • BA Finance, University of South Florida, Tampa, FL


  • Being with family is how I enjoy my personal time most
  • I actively train for and compete in triathlons and aquabikes (triathlon minus the run). I recently competed in the Aquabike National Championship and earned a spot representing Team USA at the World Championships in Spain in 2019.
  • Golf
  • Travel

Community participation

  • National Day of Service
  • Feeding America

Previous experience

  • Financial Advisor, Ameriprise Financial, Tampa, FL, 1996-2011
  • Financial Advisor, Morgan Stanley, Tampa, FL, 2011-2018