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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Women's Financial Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance
  • Tax Planning Strategies

Education

  • BBA -International Business - University of Texas at Austin- 1993
  • MBA - International Banking - Texas A & M International University - 1994

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

San Antonio Food Bank Volunteer

  • San Antonio Food Bank

Interests

  • Business and Finance- Constantly in tune with events in the world of business and finance
  • Personal Finance- How to make smart decisions with your money
  • Arts and Culture- I love learning about people and customs around the world.
  • Community Service- I frequently volunteer at my childrens' events and schools

My photos

4 albums
close