Senior Vice President–Wealth Management
Financial Advisor
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance planning
– Wealth transfer strategies, including inheritance and business succession planning
– Life transition planning for marriage, divorce or loss of a loved one
My professional achievements and education
– Named to the exclusive "Top 35 under 35" Financial Advisor program in 2013 and Director's Council the past five plus years
– Series 7 and 66 securities licenses
– Certified Financial Planner and Chartered Retirement Plan Specialist licenses
– B.S., Marketing and International Business, PennState University
Making a difference in my community
– Member of the Women's Executive Council of Orlando
– Supporter of the Arnold/Winnie Palmer Foundation
– Supporter of the Dr. Phillips Center of the Performing Arts
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials