Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Insurance

Education

  • Bachelor of Science, Financial Planning, University of Georgia, Athens, Georgia

Interests

  • Spending quality time with my family and friends here in Dunwoody/Atlanta, GA
  • Visiting my family in Puerto Rico/Wisconsin and traveling
  • Watching my favorite teams play (Georgia Bulldawgs, Green Bay Packers, Los Angeles Lakers, Los Angeles Dodgers, Atlanta United)
  • Playing sports - Golf, Basketball, Volleyball, Flag Football
  • Coaching girls/boys basketball
  • Volunteering in my community

Community participation

  • I recently created a fundraiser for a local restaurant in my community Dunwoody, GA that was affected by COVID-19. This fundraiser was for employees and staff. This certain restaurant, Los Rancheros, has held and continues to hold a special place in my heart as I have grown up with the owners and staff. I consider them family!
  • I have coached during the past few summers for girls and boys basketball. I've had many coaches in my life that have impacted me positively on and off the court - this is one way I try to pass lessons on to the next generation plus, I love the game!