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

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Small Business
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7: Securities Series, 66: Uniform Combined State Law, Insurance License

Education

  • Texas A&M University, Industrial Distribution

Interests

  • Originally from El Paso, Texas. As far west as you can get in the big state of Texas.
  • Traveling and experiencing new places and cultures with my husband is a passion of mine. We have our goals set on Europe and Greece in the upcoming future.
  • A Saturday spent on the golf course is a day well spent. I have been playing golf since I was 7 and still love the game.
  • Constantly reading a book. Always open to new suggestions!
  • Family time is my favorite time. I have a big family and spending at least one night a week with one another for dinner is a must. Everyone in my family cooks and it's one of our favorite past times together.

Community participation

I am a proud coach and active volunteer with the First Tee of Greater Dallas, a non-profit that brings character education through the game of golf to over 115,000 kids in the Dallas area.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Texas A&M University Association of Former Students