Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
20
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