The advisor listed is an Ameriprise financial advisor in Austin. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My motto for client satisfaction is simple: always put the client's interests first. I will listen to what you have to say; a highly personalized approach will reflect your lifestyle, values, priorities, dreams and goals. I will take the time to understand your concerns and needs through all phases of your financial life, whether it's growing and protecting your assets, maintaining your lifestyle or creating your legacy; my goal is to create a road map for your financial future, simplifying complex financial situations. By working with your other professionals like your attorney and/or tax accountant, I will break down your goals into doable steps to help you balance living life today and saving for tomorrow,as well as making informed decisions along the way to help you pursue your passions. Dare to dream. Live life brilliantly. How confident do you fell about your financial future? Try our 3-Minute Confident RetirementÂ® check to find out, and see how your retirement confidence compares.