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    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website.

Elevated standard of care

Our team strives to provide an elevated standard of care to individuals, families, and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:

  • Collaborative Approach
  • Personalized Advice
  • Lasting Relationships

Together, we can help you meet your financial future with more confidence.

Honored to be recognized in Barron's

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named the #16 ranked advisor in Texas on the Barron’s Top 1,200 Financial Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Fields Wealth Management team. This achievement would not have been possible without you.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)