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

  • Investment Management
  • Intergenerational Planning
  • Social Security Retirement Benefits
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent State Law
  • Series 65 - Uniform Investment Advisor Law
  • Texas Insurance Agent - Life & Health

Education

  • Florida Institute of Technology - Masters in Business Administration: Finance - 2014
  • University of Texas at Austin - Bachelor of Liberal Arts: Political Science & Economics - 2009

Professional associations

  • Texas Young Professionals

Previous experience

  • Private Client Associate, Alliance Bernstein, 2014-2016
  • Financial Associate, Ameriprise, 2011-2014
  • Manager, Pappasito's Cantina, 2011-2012
  • Bank Teller, Wells Fargo, 2009-2010