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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • Series 7

Education

  • Florida Atlantic University Bachelor of Business Administration December 1991

Awards & recognition

  • Ameriprise Circle of Success, 2020, 2023

Previous experience

  • Raymond James, 2006-2017
  • Janney Montgomery Scott, 1999-2006
  • Paine Webber, 1992-1999

Community participation

Red Hearts Sisterhood

Wounded Warriors

Interests

I am happily married with four children - 3 girls and 1 boy!

I enjoy golf, basketball, running and traveling.