Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies




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

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


  • I am active in the Austin running scene and have been running the Austin Marathon for more than 20 years
  • I enjoy water skiing on Lake Austin year round.
  • Our family loves to go snow skiing in New Mexico and Colorado
  • A passion I have is rescuing and rebuilding totaled cars and returning them to a useful life