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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies

Education

  • Bachelor of Science, History, University of Minnesota - Twin Cities, Minnesota

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  • Medallion Financial Advisors, Ameriprise Client Experience Award, 2020, 2021

Community participation

Holy Trinity by the Lake Episcopal Church: Heath, TX, Member

Dallas Arboretum & Botanical Gardens: Dallas, TX, Member

Fine Arts Chamber Players: Supports free concerts and music education, Volunteer

Interests

While I help my clients plan for their futures, I live and encourage others to make the most of today! A good personal motto is "Carpe Diem" - "Seize the Day!" Some of my favorite activities and interests are:

  • Reading
  • Scuba Diving
  • Sports (both playing and watching)
  • Movies
  • Cooking
  • Traveling
  • Flying
  • Sailing

My photos

4 albums
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