Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Divorce Financial Planning
  • Tax Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investments
  • Family Finances
  • Intergenerational Planning
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CDFA® Certified Divorce Financial Analyst®

Education

  • University of Florida, 2003 Bachelor of Science in Business Admin., Economics

Interests

I'm married to this great guy, Jeremy, who works for the US Department of Justice and also serves in the Navy. He brought 2 amazing kids into my life when we met 10 years ago, Kaitlyn (now 22) and Kyle (now 17), who I get to be Bonus Mom to. Jax, our senior golden retriever, and Dugg, the crazy rescue pup, round out our little family. We love UF football and anything Tampa and make it to as many events as we can. We fill our free time working on our project cars, volunteering for Veterans' and animal causes, weightlifting, SCUBA diving, wine-tasting, and anything fun!

Community participation

  • Sponsor-North Florida Community College's "Artist Series"
  • Member-Madison County Chamber of Commerce
  • Member-Panama City Beach Chamber of Commerce
  • Member-Valrico FishHawk Chamber of Commerce
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.