Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
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
  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies

Qualifications

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

Education

  • Bachelor of Arts, Texas Tech University

Awards & recognition

  • Ameriprise Client Experience Award, 2020

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

Interests

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

Travel * Philanthropy * Crafts * Football