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 Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Charitable Giving
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Texas A&M University, College Station, TX, B.A., Psychology
  • Texas A&M University, College Station, TX, B.S., Biochemistry
  • Texas A&M University, College Station, TX, B.S., Genetics
  • Masters of Business Administration, University of Texas at Austin, Austin, TX

Interests

Hiking, biking, tennis, horse back riding, volunteer work and spending time with my husband and sons.

Community participation

Through a local women's organization, I have been able to volunteer at many different charities throughout the community. Some of myfavorite projects have been work we did with Boysville, Goodwill of San Antonio, San Antonio Humane Society, San Antonio Food Bank, SNIPSA and Family Service Association.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020