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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Insurance
18
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℠
  • Series 7- General Securities License
  • Series 66- Investment Advisor Representative
  • Texas State - Life, Accident, & Health Insurance Agent

Education

  • BBA Finance, Minor in Banking, Sam Houston State University, Huntsville Texas

Interests

  • Volunteering with Youth. I have a passion for educating youth in regards to the world of finance. I have been a mentor & mentor manager with the Lawson Girls Academy in Houston. I have also volunteered with Holbrook Elementary, Jack & Jill, Alief Middle School, Howard University Business School.
  • Movie Watching. One of my favorite series are the Marvel Comics films.
  • Traveling. Some of my favorite trips have been to Aruba, Spain, Chicago, San Diego, Cabo Mexico, Turks & Caicos, Martha's Vineyard and Newport Rhode Island.

Community participation

Greater Houston Black Chamber of Commerce- Programs Committee

The Lawson Academy Real Estate Co- Board Member

Howard University 21 CAP Mentorship Program- Mentor

Black Empowerment Advisor Community Network- Vice President of Operations

Awards & recognition

  • Five Star Wealth Manager, 2013-2021
  • Reveal Wealth Strategies, Ameriprise Client Experience Award, 2020-2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.