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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies




  • BS, Tarleton State University (formerly University of Central, TX), 1996

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2001-2017,2021
  • Ameriprise Chairman's Advisory Council, 2015 - 2021
  • Ameriprise Circle of Success Hall of Fame, 2020
  • Ameriprise Client Experience Award, 2020
  • Barron’s Top 100 Women Financial Advisors, 2012-2020
  • Barron’s Top 1,000 Financial Advisors, 2009
  • Barron’s Top 1,200 Financial Advisors, 2015-2023
  • Financial Times 400 Top Financial Advisers, 2017-2019
  • Five Star Wealth Manager, 2013-2018
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Forbes Best-in-State Women Wealth Advisors, 2017-2019, 2021, 2022, 2023
  • Houston Business Journal Women Who Mean Business, 2022

Community participation

I actively participate in the fundraising efforts of the Leukemia & Lymphoma Society, locally and nationally, and serve on the Committee for the annual Houston Livestock Show & Rodeo, one of the largest youth scholarship programs in the world.


  • I am originally from Coquille, OR but I grew up in Yuba City, CA and I moved to Houston, TX in 2002.
  • Physical fitness and healthy living are very important to me.
  • I regularly participate in marathons and triathlons.
  • I have volunteered with the Leukemia & Lymphoma Society Team In Training since 2008. I am currently an Assistant Coach for the Nations Triathalon event.
  • I have been a Committeeman with the Houston Livestock Show & Rodeo since 2007, currently serving on the Horspitality Committee.
  • I was an Officer in the United States Army, serving five years with honors.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.