Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Small Business
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • CEPA® Certified Exit Planning Advisor®
  • Certified Financial Planner Practitioner
  • Chartered Retirement Planning Counselor


  • BBA, Business Management, Abilene Christian University
  • BBA, Marketing, Abilene Christian University

Awards & recognition

  • Five Star Wealth Manager, 2013-2023
  • Altrusa Outstanding Woman of Tomorrow , 2013

Community participation


As a working mom of two, I find that life is never dull these days! I feel a strong sense of purpose in the work I do as a financial planner. My analytic brain loves the problem solving, and my heart loves the deep connections that grow over time with clients. When I’m not in the office, you can usually find me carting kiddos around to practice/games or volunteering somewhere. If I’m extra lucky, you’ll find me laying on my couch reading a book or perusing Tik Tok. I believe in the power of community and I strive every day to leave my little corner of the world better off than I found it.

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.