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

  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
14
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts, History, The University of Texas at Austin, 2003

Interests

My walking partners are my dachshund, Stella and my Jack Russell terrier, Professor Macaroni.

I also enjoy baking so much that my friends and family know that I am the go to person for cakes or cupcakes for birthdays, parties or cakewalks.

I enjoy unwinding with a good book and travelling.

Community participation

Each year I help raise money for Ruby's Rainbow which is a non-profit whose goal is to grant scholarships to adults with Down syndrome who are seeking post-secondary education, enrichment or vocational classes, helping them achieve their dreams of higher education while spreading awareness of their capabilities and general awesomeness.