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
  • Family Finances
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, University of Florida, Gainesville, FL

Interests

I am married with 5 wonderful children, 3 girls and 2 boys. My husband and I run the financial planning practice together. It's an honor to serve our clients and their families.

During non-business hours, we spend much of our free time volunteering at the Eagle Empire Wrestling Club where we are the volunteer club manager and volunteer club director. Our ministry is to promote Christian Values to young athletes through the sport of wrestling along with our long-time partnership with the FCA, Fellowship of Christian Athletes. All of our children wrestle, including the girls.

Favorite Books:

Bible

Atlas Shrugged

Human Action

The Fountainhead

Community participation

Fellowship of Christian Athletes - This is an on-going long-term partnership with the FCA. My husband and I support several wrestling teams in our area. We provide financial resources the teams need while sharing the Gospel.

Eagle Empire Youth Wrestling Club - We are the club volunteer manager and director. This is an on-going partnership with the FCA, Fellowship of Christian Athletes. It is a South Florida initiative to afford Christian values to young athletes through the sport of wrestling.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2015