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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • CLU® Chartered Life Underwriter®

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Community participation

  • Graduate of LEADERSHIP Austin
  • Member of the Women's Leadership Initiative

Interests

    In my spare time I enjoy spending time with my husband Nick, daughters, Mackenzie (15) and Alexis (13) and our pups, Nala and Maui. Many evenings at our house are spent playing card games with the girls and playing with the pups. We also enjoy spending time at the lake, cooking, watching sports, and attending concerts.

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.