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
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
22
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

  • Rochester College, MN

Interests

  • Enjoying family time, yardwork, and woodworking
  • Fixing things - all kinds of things
  • Licensed by the Texas State Fire Marshal's office as a Pyrotechnic Operator. 

Community participation

  • YMCA Adventure Guides, Longhouse Officer, Coppell TX
  • National Brain Tumor Foundation, Angel Adventure Walk, Fort Worth TX
  • Board of Directors, Theatre 3, Dallas TX

Awards & recognition

  • Five Star Wealth Manager, 2012-2018