Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Group 1 Insurance License

Education

  • BS Bachelor of Science, Texas A&M University

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Client Experience Award, 2020, 2023
  • Ameriprise Circle of Success, 2011-2013, 2018-2023
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Five Star Wealth Manager, 2012-2020

Previous experience

  • Administrative Assistant, Metro Brick & Stone Co., Dallas, TX, 1994-2002

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.

Community participation

  • Leadership McKinney Class of 2016-2017
  • McKinney Citizens Police Academy
  • McKinney Citizens Fire Academy Alumni Association
  • Southwest Women's Business Council
  • Team N Training
  • Human Rights Campaign
  • McKinney Historic Society
  • Habitat for Humanity - PepsiCo Women's Build
  • Big Brother N Big Sister - PepsiCo bowling event

Interests

  • Spending time with my wife, Jennie!
  • I love dogs! We own a Brussels Griffon, Chihuahua and a Border Collie.
  • I enjoy showing my 1968 Convertible Mustang
  • Enjoying Historic Downtown McKinney
  • Fishing, Gardening, Shooting
  • Travel to learn and become more educated about the world!
  • Love being an Entreprenurial.

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.