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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S., Finance and Economics | Southern Methodist University (SMU), Dallas, TX

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Ameriprise Circle of Success Diamond Ring, 2023
  • Ameriprise Circle of Success, 2012-2023
  • Olympic Wealth Advisors, Ameriprise Client Experience Award, 2021-2022

Professional associations

  • Financial Planning Association

Interests

  • I enjoy taking my boat out on the weekends in Marina del Rey
  • As a fellow Texan, I like to think I can prepare a mean BBQ!
  • I love traveling. Every year I enjoy getting together with my entire family to our cabin in Priest Lake, Idaho.
  • I recently found pleasure in gardening, realizing I might have a green thumb after all :)

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.