With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Aviana McDaniel is currently working towards a Master's degree! She started working at Ameriprise to learn about business and expand her professional skillset. When not at work, Aviana enjoys spending time with her family on their small horse farm.
Kaity was born and raised in Tampa. She came to us after working in management in the food service industry, wanting to expand her professional horizons. When she’s not at work Kaity enjoys reading, painting, sculpting, crafts, DIY’s (anything that allows her to express herself creatively) as well as spending time with her 2 cats and her fiance Quinn.
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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.
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