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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
15
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • East Central University, Bachelor of Science, Major in Business Administration
  • Concentration in Finance and Marketing

Interests

When I'm not working with clients, my time is spent with my husband, Jeremy and our little one, Jayci. We love going to the park, playing outside and in the backyard and training (or trying to train) our puppy Owen. We love watching our niece, Addison play select softball with the Prosper Pride on the weekends and watching OU football in the fall!

Community participation

  • Executive Women International-Dallas Chapter, Board Advisor 2015-2016, President 2014-2015, Vice-President 2013-2014, Program Director 2012-2013, Treasurer 2009-2011.
  • Minnie's Food Pantry
  • The Birthday Party Project
  • Prosper Pride softball
  • Prosper Ladies Association
  • Resource Center
  • Prosper Chamber of Commerce

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, 2019