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

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠

Education

  • Bachelor of Science, History, University of Minnesota - Twin Cities, Minnesota

Interests

While I help my clients plan for their futures, I live and encourage others to make the most of today! A good personal motto is "Carpe Diem" - "Seize the Day!" Some of my favorite activities and interests are:

  • Reading
  • Scuba Diving
  • Sports (both playing and watching)
  • Movies
  • Cooking
  • Traveling
  • Flying
  • Sailing

Community participation

Holy Trinity by the Lake Episcopal Church: Heath, TX, Member

Dallas Arboretum & Botanical Gardens: Dallas, TX, Member

Fine Arts Chamber Players: Supports free concerts and music education, Volunteer

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2018, 2019, 2020