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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Employee Stock Options
  • Small Business
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Graduated from LeTourneau University in 1996
  • Bachelor of Science - Business Management