Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
35
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
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education

Education

  • B.S. in Biology, George Williams College at Aurora University, 1984
  • MBA in Financial Planning, City University of Seattle, 1998

Awards & recognition

  • Five Star Wealth Manager, 2012-2019

Professional associations

  • National Association of Women MBAs

Previous experience

  • Community Manager, Department of Defense, Neubrucke, Germany, 1994 to 1999
  • Financial Management Program Manager, Department of Defense, Baumholder, Germany, 1989 to 1994

Community participation

I am the Treasurer of the Austin Area Heritage Cuncil.   Community involvement is important to me. The Austin Area Heritage Council is dedicated in providing diverse community family events that educate, inspire, and celebrate cultural diversity within the Austin Metro Area.

Interests

Art and music are my passions. Which makes living in Austin truly utopia. I have played the flute since I was 9 years old. I've been an artist probably since I was born. My medium is oil. My style is bright, colorful, and full of life. I also like to consider myself a foodie. Traveling around the globe and living in Europe for nearly 8 years, I have become a lover of the world's foods. Austin is definitely a city for foodies. Other interests include spending time with my family, playing with my Havanese, Javier, and riding my pink Pashley bicycle.

My photos

1 albums
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