Advisor profile


Our approach

At Milestone Partners, our philosophy is to deliver an exceptional experience for our clients with each interaction. Our knowledge and focus on multi-generational wealth planning helps our clients become more confident in their financial future, as well as those that they care most about. Striving to build meaningful and lasting relationships to help turn your dreams into reality, we stand with you…every step of the way.

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst®
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Group 1 - Life, Health, & Variable Annuity

Education

  • Bachelor of Social Work from the University of Texas at Austin

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Circle of Success, 2020-2021
  • Milestone Partners, Ameriprise Client Experience Award, 2020-2021
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Association of Women Executives
  • BloomSelect- Elite Peer Network of Female Financial Advisors

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer. * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

My family means the world to me. My husband, three boys and my little lady keep our home lively and smiling all the time! When I'm not embracing the wonders of parenthood, I enjoy spending time with my mom, sister and aunt scoping out the latest in fashion.

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.