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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Intergenerational Planning
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA, Financial Planning and Services, Baylor University, Waco, TX

Awards & recognition

  • Five Star Wealth Manager, 2012-2024
  • Ameriprise Client Experience Award, 2021, 2023, 2024

Community participation

  • My family believes in volunteering. I'm currently on the finance committee for the Pearce High School Marching Band. My creative side also designs and sells our spirit wear. The marching band definitely keeps us BUSY!

Interests

  • I have 2 kids at home and their activities seem to always be front and center. My daughter is the cheer captain on her high school inclusive cheer squad and is enjoying her Senior year. My son plays the saxophone, enjoys pole vaulting, golf, and is a Boy Scout.
  • I've been in the same book club for over 27 years. I love to read!
  • I'm always volunteering somewhere. My family has fostered dogs for Take Me Home Pet Rescue in Richardson, TX. We've had over 30 dogs and puppies come through our house before they found their "fur-ever" home. I'm also active on the PTA and managed the Mum Store during Homecoming season.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.