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.

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

Areas of focus

  • Small Business
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 63
  • Series 65
  • Life, Health, and Variable Annuity Licensed


  • Bachelor of Arts Degree - Eckerd College

Awards & recognition

  • Five Star Wealth Manager, 2017, 2019, 2020, 2021
  • Ameriprise Client Experience Award, 2020, 2021, 2023
  • Ameriprise Chairman's Award for Excellence Winner, 2020
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022, 2023

Previous experience

  • Business Development Coordinator, Raymond James & Associates, Coral Gables, FL, 2009-2011
  • Assistant Regional Director at the Financial Instiutions Division at Raymond James Financial Service, 2006-2009
  • Service Associate in Branch Services, Raymond James Financial, 2004-2006
  • Intern at Merrill Lynch, 2000-2002

Community participation

  • President of BNI Unidos
  • Member of Financial Power Team Leader
  • Volunteer for a Place in Time Christian Ministries


- We help individuals and families achieve their financial and life goals.

- Love Sports (Golf, Tennis, Basketball, Volleyball, Soccer)

- Travel

- Languages: Spanish, Portuguese and English

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.