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

  • Investments
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts degree of Business Administration from University of Florida

Interests

Originally from Brazil, I enjoy learning about other cultures. My greatest passions are helping the community and giving back, and traveling with my family around the world. We love to sample the dishes of top chefs wherever we go. I am also a big wine lover. We have been to many vineyards and some of my favorites are in Napa, Sonoma, Champagne, Burgundy, Tuscany and Bordeaux. I'm also an avid runner and love being able to get to know a new city during my runs. But, what makes me the happiest is spending quality time with my daughters, Isabella and Gabriella, my husband, Matt, our clients, our family, and our friends.

Community participation

  • YWCA: We work to eliminate racism and empower women.
  • Sovereign Order of St. John: We provide help to the sick and poor in the local community.
  • In Jacobs Shoes: We help provide children with the opportunity to walk with pride and go to school prepared and with dignity.
  • Friends of the Gale Academy of Environmental Science & Technology: We support students and help manage their future through scholarships and mentorship.
  • Women's Circle: We help women who were made poor by origin and background and not by choice.
  • Women's Business Development Council (WBDC): Our mission is to "assist in the establishment and growth of women in business."

Awards & recognition

  • Working Mother Top Wealth Advisor Moms, 2017-2020
  • Forbes Top Next-Generation Wealth Advisors, 2017, 2018 , 2020
  • Barron’s Top 100 Women Financial Advisors, 2016, 2018, 2019, 2020
  • Financial Times 400 Top Financial Advisers, 2020
  • Ameriprise Client Experience Award, 2020
  • Forbes Top Women Wealth Advisors, 2017-2020
  • Barron’s Top 1,200 Financial Advisors, 2015-2021
  • Forbes Best-in-State Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2006-2019
  • Forbes Top 250 Next-Generation Wealth Advisors, 2019
  • Ameriprise Chairman's Advisory Council, 2011-2019
  • RiverSource Life Insurance Company Protect. Grow. Give.®, 2005-2019
  • On Wall Street, Top 40 Advisors Under 40, 2020-2021
  • 2021 Top Advisors Under 40, 2021

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.