Advisor profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
Register today
34
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 Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Bachelors of Science Education, Texas Woman's University

Professional associations

  • Texas Woman's University Alumni

Previous experience

  • Associate Vice President, Morgan Stanley, 2005-2013, Southlake, TX
  • Associate Vice President, Citigroup Global Markets Inc., 2001-2005, Southlake, TX
  • Investment Executive, Rauscher Pierce, 1991-2001, Dallas, TX
  • Pharmaceutical Executive, Parke Davis, now Pfizer Corporation, 1976-1991, Dallas, TX

Community participation

Greater Southlake Women's Society

Collyeville Women's Club

Metroport Meals on Wheels

Summer Santa

Arts Council NorthEast

Interests

I enjoy volunteering in the community through GSWS ( Greater Southlake Women's Society) and some of the non profit entities I volunteer for are MMOW ( Metroport Meals on Wheels) which helps to feed the elderly and Summer Santa which helps children with many opportunities. Others are ArtsCouncil NorthEast, which provides music concerts throughout North Texas.

I enjoy oil painting and entertaining in my home. My husband and I are members of Fellowship United Methodist Church.

I also enjoy travelling internationally with my husband, Barry. We have visited China, Panama, Russia and Europe and would like to travel to Australia.