
Associate Financial Advisor at Amerprise Financial
Dallas/Fort Worth Area

Associate Financial Advisor at Amerprise Financial
Dallas/Fort Worth Area
You work hard for your money. I'll develop strategies to make sure it's working hard for you. I advise my clients on the issues that matter most to them: a good education for their children, a comfortable retirement and protection for their families. I'll work one-to-one with you to identify your short- and long-term goals, then supply the knowledge and advise you need to help you feel confident that you're making informed financial decisions for your family's future.
Personal financial planning for retirement, investments, wealth preservation strategies and education funding.
(Financial Services industry)
August 2008 — Present (1 year)
I work with individuals on personal financial planning for retirement, small businesses, wealth preservation strategies, investments and education funding.
(Religious Institutions industry)
January 2006 — September 2008 (2 years 9 months)
Worked with the Church fund raiser for Monte Carlo as the Volunteer Coordinator.
(Privately Held; 10,001 or more employees; Financial Services industry)
March 2004 — July 2008 (4 years 5 months)
Financial services helping with retirement planning, education planning and wealth management.
(Public Company; 10,001 or more employees; TRV; Insurance industry)
July 1990 — March 2004 (13 years 9 months)
BS , Public Relations , 1982 — 1986
Eskimo Joes 1985-1986
Investing, reading, walking, spending time with my family
Frisco Sunrise Rotary
St. Francis of Assisi Catholic Church
Frisco Chamber of Commerce
Frisco Business Association
Women Enhancing Business