Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Texas - Austin, B.A. Biology, minor in Chemistry and Botany

Interests

  • I am active in the Austin running scene and have been running the Austin Marathon for more than 10 years
  • I enjoy water skiing on Lake Austin all year round.
  • My family loves to go snow skiing in the spring in Colorado
  • A new passion I have begun is rescuing BMW cars from the junk yard and returning them to a useful life

Community participation

2011-2012 Ameriprise National Day of Service

2011 Susan G. Komen "Race for the Cure" with my high school daughter and the Westlake High School Star Steppers school dance team.

Rio Robles Home Owners Association - past President and active member

Awards & recognition

  • Five Star Wealth Manager, 2012-2016