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

  • Family Finances
  • Intergenerational Planning
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans

Education

  • BA, University of Texas, Austin, Texas

Interests

Outside of my practice I concern myself with what I feel both inspires my work and provides meaningful insight into how I approach my clients and their goals--by incorporating their values and interests. Having started in higher education in Liberal Arts before setting off for Finance as a vocational pursuit I find myself enjoying several more cultural activities. I love reading all sorts of literature; I love the arts in general (I play piano, drums, guitar, music is a passion) but I even dabble with drawing and clay when time allows. I also plan on acting in the community. I enjoy camping, swimming, triathlon, kayaking, and fishing as well.

Community participation

Foundation Fighting BlindnessNational Federation of the Blind
VisionWalkAcademic Tutoring