Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
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
  • Small Business
  • Women's Financial Strategies
  • Investments
  • Business Retirement Plans
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Investment Management

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • Series 4 Security Registration
  • Series 7 Security Registration
  • Series 24 Security Registration
  • Series 51 Security Registration
  • Series 63 Security Registration
  • Life, Accident and Health

Education

  • Louisiana Tech, 1982, M.B.A.
  • Alabama State University, B.S.

Awards & recognition

  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Wealth Partners, Ameriprise Client Experience Award, 2021-2022
  • Women of Color Leadership President Award: Economic Empowerment, 2018

Professional associations

  • Millard Business Association
  • Western Douglas County Chamber of Commerce

Previous experience

  • Ameriprise Financial Franchisee, 2002-2022
  • Ameriprise Financial Services, Inc., Manager, 2000-2002
  • American Express Financial Advisors, 1999-2000
  • U.S. Air Force Officer: Retired Lt Colonel, 1978-1998

Community participation

  • Member of the Western Douglas County Chamber of Commerce
  • Member of the Metro Omaha Women's Business Center (MOWBC) & Forum
  • Member Coalition of Negro Women
  • Member Delta Sigma Sorority

Interests

  • Spending each summer with my granddaughters and new grandson. We enjoy going to the movies, shopping, amusement parks and water parks.
  • I enjoy going to see my favorite jazz artists in concert
  • Active volunteer with the Youth Civil Air Patrol in Bellevue, NE
  • Avid reader, just completed "Life is Short But Wide", by J. California Cooper
  • Enjoy being active in my garden

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.