Advisor profile

Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
23
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, 2022

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
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