Advisor profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Retirement Plan Distribution

Education

  • New York University Graduate School of Public Service Masters in Public Administration
  • Ohio University, Bachelors Degree in Political Science & Sociology

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Interests

I love travelling to see our family.
I've enjoyed playing tennis for over fifty years.
I enjoy helping the Greater OKC Chamber of Commerce as well as the NW Chamber of Commerce.