At Centurion Wealth Management, we strive to inspire confidence, simplify life, and reduce stress. As your trusted advisor, we provide personalized advice to help you achieve your goals and dreams.
I joined Centurion Wealth Management in February 2019. I support our advisors by providing day-to-day management, leadership, and development of our team. I’m also responsible for overseeing effective operating procedures. In my free time, I enjoy spending time with my family, traveling, hosting family gatherings, going to the beach & self-care.
I joined Centurion Wealth Management in December 2017. I support our clients, advisors, and staff through business processing tasks each day. I find fulfillment in helping our clients and teammates prepare for future success. On a personal note, I enjoy going to the beach, hiking, biking, kayaking, and spending time with my family.
I joined Centurion Wealth Management in December 2020. I work diligently behind the scenes to setup our advisors for successful client interactions by gathering & compiling data for financial plans. I also support our clients, advisors, & staff through business processing tasks each day. On a personal note, I enjoy spending time with family & friends, being outdoors, golfing, skiing, & kayaking.
I joined Centurion Wealth Management in October 2020. I support our clients, advisors, and staff through business processing tasks each day. In my spare time, I enjoy sewing, crafting, gardening, & reading.
I joined Centurion Wealth Management in August 2022. Previously, I worked on the FX trade desk at Goldman Sachs & at the Nymex as a market maker for commodities. I’m tasked with all trades within client portfolios and accounts & assist with construction and implementation of portfolios & investment strategy analysis. Additionally, I enjoy exercising, sports, the beach, wineries, breweries & being a dad.
I have been with Centurion Wealth Management since November 2023, & I have had my hands in growing & developing brands & businesses across many industries. My specializations include social media management, graphic & short-form video content creation, & event coordination and execution. Outside of work, I am a mom of 2 kids, I enjoy discovering new food & drink spots & getting outside with my fianc� & our dogs.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We 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 us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.