Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  •  B.B.A.,1987 Business Administration Stetson University

Awards & recognition

  • Five Star Wealth Manager, 2012-2016

Community participation

  • I enjoy my involvement at Willis Elementary.
  • I enjoy my association with Lakewood Ranch Business Alliance.
  • I support the Family Promise organization because I believe in helping families.

Interests

  • I volunteer in my community especially for education.
  • I enjoy traveling especially summers in New England.
  • I enjoy reading both fiction and non-fiction.
  • I working on writing a book for my children.

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.