Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

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™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

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

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2013-2020, 2022
  • THAIS D. PIOTROWSKI & ASSOCIATES, Ameriprise Client Experience Award, 2020, 2022
  • Ameriprise Circle of Success Diamond Ring, 2022
  • Ameriprise Circle of Success Hall of Fame, 2019, 2022
  • Barron’s Top 100 Women Financial Advisors, 2016, 2018-2023
  • Ameriprise Circle of Success, 1998-2020, 2022
  • AdvisorHub Women Advisors to Watch, 2023
  • AdvisorHub Fast Growing Advisors to Watch, 2022
  • Working Mother Top Wealth Advisor Moms, 2017-2021
  • Forbes Top Next-Generation Wealth Advisors, 2017-2020
  • Forbes Top Women Wealth Advisors, 2017-2021
  • Barron’s Top 1,200 Financial Advisors, 2015-2020, 2023
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • On Wall Street Top 40 Advisors Under 40, 2020-2021

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.

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."

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.

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.