Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Small Business
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • Master of Business Administration

Education

  • Bachelor of Science in Business Administration, Auburn University
  • Master of Business Administration, The University of Alabama

Interests

  • Outside of work I love spending time with my children. We
  • enjoy music, movies, the outdoors, cooking and reading. I am
  • an avid learner in all aspects of life.

Community participation

  • I am a member of Soroptimist International of Huntsville because I like the work they do to educate and help women and girls better their lives.
  • I support my community through my church by serving in various roles working to enrich the lives of all people in the community.
  • I donate to the Food Bank of North Alabama because I don't think anyone should go hungry.
  • I volunteer regularly with various service organizations and projects during my free time as a way to give back and to be an example to my children of empathy and helping your fellow man.

Professional associations

  • Financial & Estate Planning Council of Huntsville