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

  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Employee Stock Options
  • Insurance
  • Cash Flow Management Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Interests

    In my spare time I enjoy spending time with my husband Nick, daughters, Mackenzie (13) and Alexis (11) 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 family camping trips, cooking, watching sports, and attending concerts.

Community participation

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

Awards & recognition

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