Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Insurance
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Tax Planning Strategies
20
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

  • BBA, Finance, University of North Texas, Denton, Texas

Interests

Charity Work and Organizations

Community Outreach

Mission Work

Philanthropy

International Travel

Indoor Cycling

Vinyasa Yoga Practice

Community participation

  • DFW Black Tie Dinner Board (past)
  • North Texas LGBT Chamber of Commerce
  • DFW Federal Club Council Planning Committee
  • Resource Center Dallas
  • Equality Texas Foundation
  • Lambda Legal Liberty Circle

Awards & recognition

  • Ameriprise Circle of Success, 2019- 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.