Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
20
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
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Insurance
  • Women's Financial Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Previous experience

  • Associate Wealth Advisor, Atlantic Capital Advisors/LPL Financial, 2013-2014 Austin, TX
  • Registered Sales Assistant, Ameriprise Financial Services, 2011-2013 Austin, TX
  • Branch Service Manager/Senior Registered Client Associate, RBC Wealth Management, 2002-2011 Austin, TX

Community participation

Austin Disaster Relief Network (ADRN) - Disaster Relief Shepherd, 2014 - Present

Interests

Community outreach, church and charitable events, running, biking, spending time with family