About My Practice
StanCorp Investment Advisers is an independent, fee-only advisory firm accepting compensation only from our clients. Because we accept fiduciary responsibility, we always act in our clients’ best interests—no exceptions.
Helping you achieve lifelong financial well-being is the primary focus of StanCorp Investment Advisers, Inc. An established registered investment advisor with the Securities and Exchange Commission, StanCorp Investment Advisers adheres to a prudent approach to managing your money. Our asset management process starts with learning about you and your goals. As your advisor, I will recommend a portfolio structure that invests your assets according to your specific time frame. We go beyond your portfolio to take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.
As I get to know you and your goals, understand your resources and learn what you want money to do for you, I will craft a financial plan, an investment strategy and portfolio unique to you. Your plan is unique because you are unique. Your success is our success and I will stay by your side as your life changes and evolves. I am proud to say that my client relationships tend to be long, rich and personal—for good reason.
I am a CERTIFIED FINANCIAL PLANNER® professional, with real-world experience and expertise in a broad range of financial disciplines. I give personal, caring service. You need not look any further to find the kind of advisor all the experts recommend, and the kind you want.
Services at a Glance
- Comprehensive, holistic financial planning
- Investment management
- 401(k) Maximization
- Cash Flow Planning
- Estate Planning
- Retirement Planning
- College Planning
- Risk Management Review
- Women's Finances
- Long Term Care
- Cash flow planning
- Retirement planning
I was with Florida Financial Advisors, Inc. for more than 25 years before joining StanCorp Investment Advisers in 2010. After working for many years as a Registered Paraplanner, I became a Certified Financial Planner® professional in 2007 and am now putting my years of experience and knowledge to work as the Senior Investment Counselor in the Tampa office of StanCorp Investment Advisers, Inc.
I work with individuals and families primarily in the southeastern United States developing comprehensive financial plans and investment management strategies. My goal is to help clients reach financial well-being through objective, fee-only advice. After working with many of my clients for more than 20 years, I am honored to be considered “family” by many, a source of pride and motivation to continue to always put my clients’ interests ahead of my own.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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