Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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

  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™


  • University of Texas at Tyler, M.B.A., 1991, Finance
  • University of Texas at Tyler, B.B.A., 1990, Management

Awards & recognition

  • Strategic Wealth Advisor Team, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Ameriprise Circle of Success, 2019- 2023
  • Ameriprise Circle of Success Hall of Fame, 2023
  • Forbes Top Women Wealth Advisors, 2021
  • Five Star Wealth Manager, 2012-2022
  • Working Mother Top Wealth Advisor Moms, 2020-2021
  • Ameriprise Diamond Ring Club, 2010

Honored to be recognized in Forbes

All of us at Strategic Wealth Advisor Team are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Community participation

  • Birthday Party Project
  • Celina Chamber of Commerce
  • Family Place
  • Grace Bridge
  • Resource Center of Dallas


As a successful entrepreneur and mother of 13-year-old twins, I lead a very busy and active lifestyle. I cherish family time with my husband Mark, our sons Alex and Kyle, and our daughter Addison. My husband and I are scuba diving enthusiasts; therefore, it comes as no surprise that our kiddos are water bugs as well. We can be found spending our free time at the lake, exploring the ocean's wonders and splashing at the pool.

A good run and workout always feel good too.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.