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
  • Estate Planning Strategies
  • Employee Stock Options
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Insurance
17
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 volunteered with Holbrook Elementary, Jack & Jill, The Links and Alief Middle School
  • Golfing
  • Traveling. Our most recent trips were to Hawaii, Washington D.C, Denver, Disney World, Chicago, Aruba & Spain.

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

Awards & recognition

  • Five Star Wealth Manager, 2013-2020