Advisor profile


Pursue Passion-Dare to Dream-Live life Fulfilled

Our motto for client satisfaction is simple: We strive to put your interests first. We provide a highly personalized service including multigenerational advice that reflects your lifestyle, values and priorities.Whether your goals are growing and preserving assets, maintaining lifestyle or creating a legacy, we focus on what matters to you the most. It's not merely about the money, it's about the impact you make on the people, charities and causes important to you. We apply the knowledge from our combined experience plus outside experts to help you feel more confident in balancing living life today, saving for tomorrow and creating a legacy to last beyond your lifetime.

We look forward to working with you.

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37
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 Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA Business Financial Advisor

Education

  • Bachelor of Architecture, The University of Texas at Austin

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2024

Community participation

Interests

Baseball, College Basketball and College Football

Paramount Theater - Summer Classics Film Series

Choral singing

Fine food and wine

World traveler

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.