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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Tax Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Family Finances
  • Insurance
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 31
  • Series 63 License
  • Series 65 License
  • Life, Health & Variable Annuity Insurance Licenses- Fl

Awards & recognition

  • Dedicated Capital, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Ameriprise Ultimate Digital Excellence Award, 2021,2024
  • Dedicated Capital, Ameriprise Client Experience Award, 2024
  • Five Star Wealth Manager, 2012 - 2024

Previous experience

  • Smith Barney, Financial Advisor, 2005-2009
  • Soloman Smith Barney, Financial Advisor, 1998-2005
  • Miracle Strip Telephone Directory, Account Executive, 1981-1998
  • Vecker's Trains N Planes, Business Owner, 1971-1981

Community participation

Anna Maria Island Sail & Power Squadron, Executive Board Member

Big Brothers Big Sisters of the Sun Coast, mentor volunteer for PALS program

Club Red of Sarasota, member, a National Red Cross Volunteer Association

Odyssey of the Mind volunteer

Interests

  • Jay and I are a blended family with Benson, a Coton de Tulear and Keiko, a Maltese. Our favorite times are spent with our very large, loving family consisting of children, grandchildren and great grandchildren.
  • Being avid travelers and boaters, we enjoy cruising with family and friends on local waters as well as the Caribbean. I have traveled to many foreign countries, including Africa, China, England, and France. We have planned two upcoming trips, a 2025 Viking Rhine River cruise and a trip to Japan 2026.
  • Cooking has always been a love of mine, and I use it as a form relaxation. I am looking forward to a Cooking Vacation in Italy!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.