Advisor profile


What you can expect when you work with me

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

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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • BS Bachelor of Science, Texas A&M University

Interests

  • Spending time with my family
  • I love dogs! I own a Brussels Griffon, Sophia and Border Collie, Cooper
  • I enjoy showing my 1968 Convertible Mustang
  • Train for 100 mile Bike Rides to support the cure for cancer!....ask me more
  • Enjoying Historic Downtown McKinney
  • Fishing, Gardening, Shooting
  • Travel to exotic destinations

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

Awards & recognition

  • Ultimate Digital Excellence Award, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2011-2013, 2018-2021
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Five Star Wealth Manager, 2012-2020
  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2011, 2012, 2013

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

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.