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

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Charitable Giving


  • Series 7 -General Securities Representative
  • Series 9-NYSE General Securities Sales Supervisor-Options
  • Series 10-NYSE General Securities Sales Supervisor-General
  • Series 52 - Municipal Securities Representative
  • Series 63 -Uniform Securities Agent State Law
  • Series 65 -Uniform Registered Investment Advisor Law
  • Series 31 -Futures-Managed Funds
  • Life, Accident,Heath,& HMO


  • Trinity University, San Antonio, TX., Business Administration 1996

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016, 2019 & 2020
  • Ameriprise Circle of Success, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 , 2020, 2021 & 2022
  • Ameriprise Diamond Ring , 2017

Community participation

  • Houstonian Club Resident Member


  • My hobbies and passions revolve around finance and business literature, physical fitness, and motorsports.