My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Financial Planning for Small Business
  • Investments

Education

  • MBA, Finance, University of West Florida, Pensacola, FL

Awards & recognition

  • Ameriprise Circle of Success, "2009,2010,2011,2012, 2013, 2014, 2015"
  • Ameriprise National Franchisee Advisory Council , 2016 - 2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Junior Acheivement-Volunteer Classroom teacher

American Cancer Society-Cattle Baron's Ball Big Brothers

Big Sisters Fund Raiser Navarre ZOO- kids to camp sponser

Lacy A Collier Snoezelen Sensory Complex- sponsor & fund raiser

Greater Escambia Community Foundation - donator

Interests

  • I enjoy boating locally and shoreline trash clean-up.
  • I really enjoy investment research and portfolio strategies.

My photos

6 albums
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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.