Overview

214.272.7919 Dallas 1601 Elm Street, Suite 4350 Dallas, TX 75201 Houston 3200 Southwest Freeway, Suite 3100 Houston, TX 77027 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. Our 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 us, 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. Areas of focus -Retirement Planning Strategies -Wealth Preservation Strategies -Tax Planning Strategies -Sustainable and Responsible Investing -Women's Financial Strategies -Estate Planning Strategies -Insurance