An alliance with OU Federal Credit Union

As an Ameriprise financial advisor, one of my missions is to support local institutions and businesses in my community. This is why I’m part of the alliance between Ameriprise and OU Federal Credit Union.

Through OU Federal Credit Union’s investment services program, I’m able to collaborate with OU Federal Credit Union’s banking teams, and provide financial and investment planning services to their clients. It’s another way for me to help more individuals and families achieve financial wellness.

Investment products: Not Federally Insured | No Financial Institution Guarantee| May Lose Value

Honored to receive recognition in Forbes

  • I’m proud to have been named to the Forbes Best-in-State Wealth Advisors list for 2018, 2019 and 2020. The list features advisors who provide clients with a high-quality experience and who lead the way in the financial industry. Thank you to my clients for your trust, as I truly enjoy helping you achieve your goals. I look forward to continuing to work with you.
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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)