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

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Employee Stock Options
  • Saving for Education
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Master of Business Administration
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • ADPA® Accredited Domestic Partnership Advisor℠

Education

  • University of Texas, MBA
  • University of Oklahoma, BA

Interests

  • My favorite physical activities are biking and scuba diving.

Community participation

Past board member of Booker T Washington High School Endowment Fund

Awards & recognition

  • Ameriprise Circle of Success, 2015