My Approach

I work with individuals to understand what means most to them and their families. This information provides the foundation for a personalized financial strategy that incorporates their unique goals and objectives. My years of experience have taught me that the best way to achieve financial success is to understand your current situation and develop a plan of action that can be adjusted to reflect your changing needs, fluctuating economic conditions and tax law changes.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

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Interests

  • Ballroom Dancing has become a passion for me and I enjoy sharing this newly found hobby with others - see photos and more information on my website.
  • Traveling; exploring new places & meeting new people.
  • Donating my time & energy to the community.
  • Learning new concepts/growing intellectually - always fun.
  • Spending time with my two sons - most important of all.

Community Participation

  • Director & Chair of Publicity Committee for Houston USA Dance Board Chapter #5003
  • Event Coordinator for annual fundraising gala 'Dancing Into the Light' for Foundation Fighting Blindness
  • Member for Houston Alumni Chapter of Carnegie Mellon University
  • Past Director & Secretary for Bayou City of Performing Arts Board of Directors
  • Coordinator for local AMPF office, AIDS Foundation, Houston, TX

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Wealth Preservation Strategies

Experience

11

Awards & Recognition

  • Ameriprise Circle of Success, 2005
  • Ameriprise Family and Financial Security Award, 2005
  • Ameriprise Mercury Award, 2004
  • Ameriprise President's Recognition Award for Advancing Quality Advice, 2004

Qualifications

  • Chartered Retirement Planning Counselor, CRPC®
  • Accredited Asset Management Specialist, AAMS®
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Life and Health Insurance License
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Education

  • PhD, 1970, Nutrition, University of California, Berkeley,CA

Professional Associations

  • Women's Contractors Association, Financial Advisor

Files for Download

My Videos

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My Photos Show Thumbnails

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.