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 Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • BS Business Administration. McNeese State Universtiy, Lake Charles LA.

Interests

My family is the most important thing in my life! Watching the children, and now grandchildren, grow into amazing people is the best reward we can ask for. I have been actively involved in this community for over 25 years. I have served on boards for the Port Neches Library, Rotary, and Port Arthur EDC. I support the Chambers of Commerce in both Nederland and Port Neches. When I am not spending time with the grandkids, you will usually find me on a tennis court somewhere! I also enjoy boating, traveling and spending time outdoors.

Community participation

I have been actively involved in this community for over 20 years. I have served on boards for the Port Neches Library, Rotary, and Port Arthur EDC. I support the Chambers of Commerce in both Nederland and Port Neches.

Previous experience

  • Financial Advisor with Edward Jones, November 1991 until January 2015