Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business


  • CPA Certified Public Accountant
  • 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


  • 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