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
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Plan Distribution


  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®
  • RICP®Retirement Income Certified Professional®
  • Series 7,24,31,53,63, and 66 licensed
  • Group 1 Life Insurance licensed


  • B. S. in Business Marketing from Texas Tech University Lubbock, Tx

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Circle of Success, 2015

Community participation

I am a supporter for Collin County Children's Advocacy Center.

I am a strong supporter of Scottish Rite Hospital for Children

I am a supporter of St. Jude's Children's.

  • Member of the National Association of Professional Women
  • Member of Financial Professional Association DFW


  • I am proud to be a Texas Tech Red Raider Alumni and football fan. My football team may not win as much as I would like but I will always be a proud Raider.
  • Golf is a passion of mine that reminds me that I'm not good at everything, and that you can never practice too much.

Mission work through my church allows me to see how blessed my life is and gives me a chance to help others.

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.