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

  • Small Business
  • Women's Financial Strategies
  • Family Finances
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • Bachelor of Arts Degree - Eckerd College

Interests

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

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

- Travel

- Languages: Spanish, Portuguese and English

Community participation

  • Past President of Miami Women's Alliance Chapter of the American Business Women's Association (ABWA)
  • Member of the American Business Women's Association (ABWA) Coral Springs Chapter and SE FL Women's Alliance Chapter
  • Member of the Vienna Business Association Mastermind Group
  • Member of Working Women's Bible Study Group

Awards & recognition

  • Five Star Wealth Manager, 2017, 2019, 2020

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