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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science (B.S.), Stetson University, 1997

Interests

I love spending time with my family and friends. On the weekends you may catch me walking the dogs, digging in the garden or tackling home improvement projects. I also enjoy traveling, attending concerts and sporting events.

Community participation

Volunteering with the Junior League of Daytona Beach gives me a sense of purpose, while striving to fulfill our local mission, to improve the quality of life for women & children. I have served on many committees for more than 20 years now and I continue to stay active with the Junior League Sustainers.

The Halifax Humane Society in Daytona Beach is near and dear to my heart, as we have three furry family members from there... please remember: "Adopt, don't shop".

As a member of the Delta Delta Delta Alumni Association, we raise funds for local college scholarships as well as for our national partner, St Jude's Children’s Research Hosp.