Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • CMFC™ Chartered Mutual Fund Counselor™
  • CDFA® Certified Divorce Financial Analyst®
  • AIF® Accredited Investment Fiduciary

Education

  • BBA Accounting, University of Texas at Austin, 1974

Previous experience

  • Financial Advisor - Associate Vice President, Ameriprise Financial Services, Inc., Sugar Land, Tx, 2011-Present
  • Vice President - Financial Advisor, RBC Wealth Management, Houston, TX, 1997-2011
  • Principal & President, PRESAGE INC., Houston, TX, 1985-1998
  • Board Member, Vice President, Financial Counselor, Trust Officer, Kanaly Trust Company, Houston, TX, 1981-1985
  • Audit Manager, Arthur Andersen & Co., Houston, TX, 1974-1981

Community participation

Interests

  • Grandchildren
  • Pets - 3 Beagles and a Snowshoe Cat
  • Birding - a Purple Martin landlord for over 30 years
  • Gardening
  • Photography
  • Southwest Pueblo Art/Culture
  • Art & Antiques
  • Home in the Texas Hill Country
  • Carpentry