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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Investments
  • Cash Flow Management Strategies

Qualifications

  • Series 7
  • Series 66

Education

  • Master of Business Administration, Information Assurance - Oklahoma State University
  • Bachelor's Degree, Management Information Systems - Oklahoma State University

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • President of Operations, CutWright Lawn Maintenance, 2011-2017
  • Data Conversion Specialist, Ameriprise Financial Services, Inc., 2016
  • Quality Assurance Analyst, Global Holdings, 2017-2018
  • Quality Assurance Analyst, Waterfield Energy, 2018
  • Operations Director, Ameriprise Financial Services LLC., 2018-2022

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.

Community participation

Interests

I am an Oklahoma State graduate with a Bachelor’s in Management Information Systems and a Master’s of Business Administration, and I am always learning.

I am a huge sports fan, with a few of my favorite teams being the OSU Cowboys, OKC Thunder, and the Dallas Cowboys. If I'm not at a game, there's a good chance I'll be playing sports, such as soccer, kickball, flag football, or volleyball. I also enjoy water sports at Grand Lake or Lake Texoma. My favorite vacations include skiing and hiking. I also enjoy practicing Spanish and have visited Mexico, Guatemala, and Spain!