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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA - The Wharton School, University of Pennsylvania
  • BBA - Temple University

Interests

Fitness and health

Biking

Reading

Music

Lifelong personal and spiritual learning and growth

Community participation

Graduate of the Center for Houston's Future Leadership Forum

Member of Christ the King Presbyterian Church

Member of White House Fellows Alumni Association

Member of Wharton Club of Houston

Awards & recognition

  • Five Star Wealth Manager, 2019

Professional associations

  • University of Pennsylvania Alumni