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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25
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
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

  • A.A., 1991, Marketing, Columbia College, Orlando, FL

Awards & recognition

  • Axiome Advisory Group, Ameriprise Client Experience Award, 2020-2024
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2024

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service.

Community participation

“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.”

Interests

  • Motorcycle riding
  • Reading about history and politics
  • Compass Catholic Ministries leader and instructor for over 20 years
  • U.S. Navy veteran

My photos

3 albums
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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.