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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Community participation

We support the American Cancer Society, Crisis Center of Tampa Bay, Dogs, Inc., End 68 Hours of Hunger, Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Gasparilla Music Festival, Heroes on the Water-Tampa Bay, Humane Society of Tampa Bay, Leadership Tampa Bay, Moffitt Cancer Center, Sidewalk Stompers, Smart Ride, Tampa Bay Jewish Film Festival, Tampa Firefighters, Tampa Museum of Art, TBBCA, & West Tampa Chamber of Commerce.

Interests

I enjoy spending time with my children & grandchildren.

My photos

1 albums
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