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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Intergenerational Planning
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Arts, Judson College, Marion, AL

Community participation

  • Active in my church, Holy Apostles Episcopal Church in Hoover, AL
  • Volunteer for Habitat for Humanity in the Birmingham Area
  • Volunteer at the Community Food Bank of Central Alabama
  • Three Hots and a Cot - Supporting Homeless Veterans in the Birmingham Area
  • I Proudly Support The Wounded Warrior Project
  • I Proudly Support The Alzheimer's Association
  • Member and Supporter of Alabama Cursillo

Interests

  • Raising 2 healthy, happy, responsible children
  • Spending time with my immediate and extended family
  • I also enjoy cooking, reading, gardening, and running
  • Serving my community through volunteer work with Feeding America, local soup kitchens, and Habitat for Humanity
  • Giving back to Judson College

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.