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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Charitable Giving

Qualifications

  • CPA Certified Public Accountant

Education

  • University of Texas at Austin, BBA in Accounting, Dec 1982
  • Southwestern Baptist Theological Seminary, MA Religious Education Dec 1993
  • SWBTS, MA Marriage and Family Counseling, Dec 1993

Awards & recognition

  • Ameriprise Circle of Success, 2005-2007, 2010

Community participation

Riverbend Community Church, I lead an in-depth inductive bible study in the Women in the Word SS class, Austin, TX

Interests

I love to play golf with my family and friends.

I love being involved in Christian ministry. I have a passion to communicate God's Word when I am not working and mostly do this in the context of small group/classes and on occasion in a pulpit for pastors on vacation.

I enjoy blogging spiritual reflections to encourage and bless others. It is my prayer that while I communicate how God moves in my life, my blog helps you deepen your connection to God as well.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.