Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education

Education

  • B.S. in Biology, George Williams College at Aurora University, 1984
  • MBA in Financial Planning, City University of Seattle, 1998

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2024, 2023, 2022
  • Five Star Wealth Manager, 2012-2019, 2025

Professional associations

  • National Association of Women MBAs

Previous experience

  • Community Manager, Department of Defense, Neubrucke, Germany, 1994 to 1999
  • Financial Management Program Manager, Department of Defense, Baumholder, Germany, 1989 to 1994

Profile Description

As an Ameriprise financial advisor, I focus on building relationships across generations by delivering personalized, goal-based advice. My experience working with families has strengthened my ability to navigate complex situations with insight and precision. These experiences have sharpened my problem-solving skills and reinforced the importance of adaptability and trust. I take pride in creating tailored strategies that help families achieve their financial goals with more clarity and confidence.

Community participation

I am the Treasurer of the Austin Area Heritage Cuncil.   Community involvement is important to me. The Austin Area Heritage Council is dedicated in providing diverse community family events that educate, inspire, and celebrate cultural diversity within the Austin Metro Area.

Interests

Artist. Music Lover. Foodie. Explorer.

Austin is my creative playground! I’ve played the flute since age 9, paint in bold oils, and chase flavors from around the globe. When I’m not making art or savoring bites, you’ll find me with my Havanese, Javier, or cruising on my pink Pashley bike. Life’s too colorful to live in black and white!

My photos

1 albums
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