Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CEPA® Certified Exit Planning Advisor®
  • Series 7, 6, 63, and 65 registrations held through Ameriprise Financial.
  • Group 1 Insurance License

Education

  • Bachelor Business Administration, Finance, Stephen F. Austin State University, Nacogdoches ,TX
  • Duncanville High School 1978-1982

Previous experience

  • Ameriprise Financial Institution Group/American National Bank Investment Services, 2021-present
  • LPL Financial, LLC/The Wealth Management Group @American National of Texas, 2015-2021
  • Raymond James Financial Srvcs/Southside Bnk merged from LPL Financial Services/OmniAmerican Bank, 2014-2015
  • LPL Financial LLC/OmniAmerican Bank Investments, 2011-2014
  • Chase Investment Services Corp, 2009-2011

Community participation

 - Community participation photo

Leadership Mansfield
Vocalist with Church- Stonegate in Midlothian.

Interests

Family is super important to me. I grew up in Duncanville, TX & now live in Midlothian. I've been married for 35 years to Brian Martin. He & I have 5 children- Preston, Wesley (wife Kiley), Faith (fiance' Andrew), Christian & Grace. We also have 1 granddaughter. I am a Christian & frequently sing with the ensemble/Choir at our church, Stonegate in Midlothian, Texas. I love to read. My favorite series is Outlander (the books and the television series) as well as Christian Novels. I am passionate about the made for TV series, The Chosen, being filmed in my town. I attend a homegroup on Monday evenings. I love to meet new people!