Advisor profile


What you can expect when you work with me

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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • Series 7 - General Securities Representative.
  • Series 66 - Securities agent and investment advisor representative.
  • General Lines agent - Life, Accident, Health and HMO, Property and Casualty.

Education

  • Stephen F. Austin University, Nacogdohes, TX. 1998-2002.
  • Bachelor of Business Administration (BBA), International Business/Spanish. Summa Cum Laude.

Previous experience

  • Nationwide Insurance & Financial Services, 2004-2014

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer. * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

For our support of lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Interests

  • I love to read. I alternate professional/personal development books and novels; as well as books in English and Spanish.
  • I enjoy meeting people from different nationalities and backgrounds, and trying different foods from around the world. I love to travel, but even without traveling abroad, the DFW metroplex is a beautiful place to be to try different cuisines!
  • I am passionate about the work I do helping my clients make progress towards their financial goals, and enjoying time with my family and friends. A great balance between those two areas of my life is what makes me a very happy person.