Ambassador

My mission is to positively impact the lives of individuals, families, and businesses by helping them organize, protect, and eventually transfer their wealth. I take great pride in building long-lasting, meaningful relationships with my clients and guiding them toward achieving their financial goals.

My practice is dedicated to supporting clients through key life transitions, such as marriage, divorce, retirement planning, estate considerations, and inheritance.

We work with clients who share common financial characteristics, and if any of the following describe your situation, we may be well-suited to assist you:

•    You have investable assets and are looking to consolidate and plan for the future.

•    You are within 10 years of your desired retirement or are already retired.

•    You are ready to move beyond a "do-it-yourself" approach and want comprehensive, professional guidance in crafting a financial strategy.

As an Accredited Asset Management Specialist™ (AAMS™), I am uniquely qualified to identify investment opportunities while also considering insurance, tax, retirement, and estate considerations.

I am semi-retired but work part-time as Director of Marketing for Penny Rich Pools.  In addition, I am proud to be an Ambassador for the Upper Tampa Bay Chamber of Commerce and was Ambassador of the Year in 2022.  My mother worked for the Greater Tampa Bay Chamber of Commerce for over 25 years before she retired and my sister is very active in the Riverview Chamber of Commerce, so we are a Chamber family.

I also make homemade jams, jellies, sauces, etc. as well as represent 3 Direct Sales Companies:  Pampered Chef, Bomb Party and Signature HomeStyles.  My homemade products are many times door prizes in the Relationship Builders events, so be sure to register to be eligible to win. 

In whatever spare time I have, I am looking forward to traveling more this year and exploring different places.