Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Texas Tech University

Interests

Spending time with my husband (Troy), son (Ian), our dogs (Tank & Maggie) and our extended family.

Travel * Philanthropy * Crafts * Football

Community participation

      • Member, Past President and Current Treasurer of Executive Women’s Club of Kerrville and awarded “Outstanding Women of the Year 2016-2017”
      • Along with my husband (Troy), received “2016 Big Couple of the Year” from Kerrville Big Brothers & Big Sisters, Past President of Board
      • Member of Kerrville Area Chamber of Commerce
      • Member of Kerrville Arts & Cultural Center
      • Christian Women’s Job Corps - Kerrville TX
      • Hill Country Children’s Advocacy – Burnet County
      • Member of the Daughters of the American Revolution - Major James, Kerr Chapter

Awards & recognition

  • Ameriprise Client Experience Award, 2020