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

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Estate Planning Strategies
19
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

  • B.A., Economics, University of Texas at Austin

Interests

As I travel the world, I like to learn about other cultures.

To keep in shape for the triathlon season, I love to run on Lady Bird Lake.

I coach the University of Texas Rugby Team, the same team I played for in college.

I've played rock guitar for 17 years, and continue to enjoy it.

I absolutely love living in Austin.

Community participation

  • Keep Austin Beautiful, Volunteer
  • Downtown Austin Neighborhood Association, Member
  • Young Executives of Austin, Member
  • Austin Boxer Rescue, Volunteer
  • University of Texas Rugby Team, Coach
  • Texas Rugby Alumni Association, Fundraising Chair