Advisor profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Insurance
  • Small Business
  • Investment Management
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education

Education

  • BA in Business Management - West Texas A&M University - 2015

Awards & recognition

  • VisionaryWealth, Ameriprise Client Experience Award, 2020 - 2021 - 2022 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Client Experience Award

All of us at VisionaryWealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire VisionaryWealth team and the great experience we work so hard to provide for our clients every day.

Community participation

Volunteering at the St. Helen's Outreach Food Pantry 2024
Volunteering at the St. Helen's Outreach Food Pantry 2024

My photos

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