Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 2001 to present, financial advisor, Ameriprise Financial Services, Inc.
  • 1994-2001, owner, SLH Financial Services, Inc.-Accounting/Financial Planning
  • 1991-1994, comptroller, D.H. Rehab, Inc.-Home Health Therapy
  • 1988-1991, director of finance, Craig A. Smith & Assoc. Engineering Firm
  • 1987-1988, comptroller, SunCoast Airlines, Inc.
  • 1982-1987, senior accountant, Grant Thornton CPA's

Education

  • B.S., 1982, accounting - University of Wyoming - Laramie, WY

Professional associations

  • Financial Planning Association
  • Business and Professional Women, Inc.
  • Women in Financial Services, Inc.
  • Florida Institute of CPA's