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.


Interests

  • Love spending time with my family
  • Physical fitness
  • Involved with my church
  • I enjoy a great book
  • Cooking
  • I love working with people

Community Participation

I am involved in Euless Economic Business Development Committee helping to expand and develop our community, business and parks.

16
Years of Experience ?

Areas of Focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Insurance
  • Business Retirement Plans

Education

  • Embry Riddle Aeronautical University - B.S. Aerospace Studies, 1997

Files for Download

My Videos(5 videos)

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