My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

  • Bachelor of Science, Oklahoma State University

Awards & recognition

  • The Judge & Maine Group, Ameriprise Client Experience Award, 2021-2025

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

As a member of the Tau Beta of Chi Omega House Corporation Board I feel honored to have an impact on so many amazing young women's lives while they are attending Oklahoma State University and enjoying a home at 310 S. Monroe! In an effort to provide students graduating from DFW area high schools the opportunity to earn scholarships to attend Oklahoma State (and maybe end up living at the Chi O House!) I am actively involved with our local alumnae chapter's Brighter Orange of North Texas live & silent auction fundraiser. Over the past 13 years we have given out over $1,000,000 in scholarship funds to over 600 students!

Interests

  • Oklahoma State University
  • Dallas Cowboy Football
  • Chi Omega - The Next 100 Years Campaign
  • Travel