Advisor profile


My approach

I strive to help busy, successful people have a more simple and productive life. I believe that you don't predict the future-you prepare for it; I'll work with you to provide a clear plan of action that leaves you in control.

My goal is to provide successful individuals with personalized, objective financial advice. I'll work with you to coordinate your finances with your other professionals, including your accountant and attorney, so that together we can help you implement tax and estate planning strategies and make decisions to help you improve your overall financial situation.

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Business Financial Advisor

Education

  • Texas A&M University

Awards & recognition

  • Five Star Wealth Manager, 2013-2024
  • Premier Protection Award, RiverSource Life Insurance Company, 2017
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Nestman & Associates, Ameriprise Client Experience Award, 2022

Community participation

  • Lake Highlands WildCat Club

-Treasurer

  • Young Men's Service League-Lake Highlands Chapter
  • -President Elect

  • Dallas Ballet Company Guild Board
  • -Fundraising Chair

  • Lake Highlands High School PTA
  • Forest Meadow Middle School PTA
  • Dallas Texans Soccer Club
  • Dallas Ballet Center
  • St. James Episcopal Church
  • Feed Lake Highlands
  • White Rock Center of Hope
  • Genesis Women's Shelter

Interests

I have been married since 2000 to Matthew and we have a son, Henry, a daughter, Eleanor, not to mention; the best dogs in the world, Oliver and Winifred! We are very involved in our community: Lake Highlands. I love to cook, bake, and entertain, I would love to one day be the "Barefoot Contessa of Lake Highlands"

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.