Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance

Awards & recognition

  • EIS Wealth Management, Ameriprise Client Experience Award, 2021

Community participation

  • Daytona Regional Chamber of Commerce
  • Port Orange South Daytona Chamber of Commerce
  • Church of the Epiphany Parish Community
  • Daytona Beach Center for the Visually Impaired
  • Volusia County Humane Society
  • Boys and Girls Club of Ocala