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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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




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

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Client Experience Award, 2021

Community participation

  • My family believes in volunteering. We 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 currently the "Mum Store" sales chair on the high school PTA. That means I'm right in the middle of Texas Homecoming!
  • 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.


  • I have 2 kids at home and their activities seem to always be front and center. My daughter is the cheer captain on her high school inclusive cheer squad and is enjoying her Senior year. My son plays the saxophone, enjoys pole vaulting, golf, and is a Boy Scout.
  • I've been in the same book club for over 27 years. I love to read!
  • I'm always volunteering somewhere. My family has fostered 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. I'm also active on the PTA and managed the Mum Store during Homecoming season.

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.