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

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Intergenerational Planning
  • Domestic Partner Planning
26
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

Education

  • BA, Financial Planning and Services, Baylor University, Waco, TX

Interests

  • I have 2 kids at home and their activities seem to always be front and center. My daughter is a JV cheerleader at her high school and my son plays the saxophone, enjoys cross country and track, and is a Boy Scout.
  • My family loves the outdoors. We enjoy riding bikes, working in the garden, and just sitting in the backyard watching a movie by the firepit.
  • I've been in the same book club for over 25 years. I love to read!
  • I'm always volunteering somewhere.. currently my family fosters dogs for Take Me Home Pet Rescue in Richardson, TX. We've had over 30 dogs and puppies come through our house before they found their "fur-ever" home.

Community participation

  • My family believes in volunteering. We currently volunteer with a local pet rescue by fostering dogs and puppies. My daughter writes and sends hundreds of thank you notes on their behalf.
  • I've planned, fundraised, and built a garden at our local elementary school. I still enjoy teaching others about organic gardening, composting, and vermicomposting!
  • I'm taking a year off but I have consistently volunteered as PTA treasurer for my children's schools.
  • I try to teach my kids about service to others. We volunteer together often. Our favorite organization is Feed My Starving Children which is here in Richardson.

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Client Experience Award, 2021

Honored to receive recognition

• I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.