Since beginning my career in 1999 as a municipal bonds specialist at JB Hanauer & Co., my mission has been to provide clients a dependable, ongoing retirement income.  After JBH was acquired by RBC Wealth Management in 2007, I expanded my practice to include discretionary advisory services with a focus on dividend equities and comprehensive wealth management.  In 2015 I moved my practice to Wells Fargo Advisors.

I graduated from the University of Florida in 1998 with a Bachelor of Science in Business Administration. Continuing my education, I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011 and Certified Private Wealth Advisor® designation in 2020.

A bay area resident for over 40 years, I live in Tampa with my wife Rene`, our son, and twin daughters. Rene` is the founder and owner of a boutique in Tampa's Hyde Park Village. We are active volunteers for the Humane Society of Tampa Bay, where I serve on board of directors. I am also a member of the Tampa Bay Estate Planning Council.

Away from the office I enjoy traveling with family and friends, reading, fishing, and Gators football.

Background and experience

As a Senior Registered Client Associate at Wells Fargo Advisors, my primary responsibility is providing operational and administrative support in building and maintaining client relationships.

I have 14 years of service at Wells Fargo Advisors, and I have been in the financial services industry for 15 years.

Away from the office

I live in the Tampa Bay area with my husband and two kids. I love traveling to Europe, especially my native Poland.