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 Income Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 53 - Municipal Securities Principal
  • Series 65 - Registered Investment Advisor
  • Series 4 - Registered Options Principal
  • Life, Accident and Health Insurance

Education

  • BBA - Texas Tech University, 1993

Interests

Meeting friends over wine, or coffee at Salento Bistro

Spending time with Edward, 9 and Chiara, 7

Coaching basketball

Road cycling (Group rides)

Reading biographies

Studying Successful Achievement

Community participation

Rice Village Alliance: Board of Directors

Old Braeswood Park Corporation: Board of Directors

Awards & recognition

  • Five Star Wealth Manager, 2015 & 2016

Professional associations

  • Financial Advisor Network