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
  • Saving for Education
  • Small Business
  • Women's Financial Strategies
  • Estate Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BBA - Accounting/Finance at Western Michigan University, Kalamazoo MI

Interests

  • Weight Lifting
  • Biking
  • Golf
  • Camping with family

Community participation

I teach the bible to study groups connected to my church throughout the state of Texas.

Through our church, we do visits to families in the local area who have needs to pray for and support them as we can.

Awards & recognition

  • Five Star Wealth Manager, 2012-2015