An Ameriprise Private Wealth Advisor
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I was born and raised in Boca Raton, Florida. I graduated from Ave Maria University with a degree in Political Science where I was a scholarship basketball and tennis player. I have been in the financial industry since 2015 and am very excited to be part of the Adelson Group and our private wealth advisory team. I look forward to providing clients with the best service to my abilities.
Series 7, 66, 2-15 Licenses
After graduating college, I explored several different careers – from web design to fashion (Chanel), to becoming a yoga teacher, all eventually guiding me toward my home at Adelson Group. Being a Client Service Specialist, I’ve found I enjoy working with our team to accomplish inter-company goals. In my free time, I enjoy sunrises with my pup Havana and donate to Sierra Club, Feeding America, and local animal shelters.
Securities Industry Essentials (SIE)
I have had many diverse work experiences from Escrow Assistant in the title industry to Relationship Banker. I look forward to providing our clients with superior client service and growing with the team. When I am not working, you can find me spending time with my husband, three cats, visiting family from all over Florida, and serving my local church.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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