My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • I enjoy the local theater, Fredericksburg Theater Company.
  • I am a member of Oak Hills church.
  • My son is starting his second year at Southwestern University.
  • Being a mom is my greatest joy!

Community Participation

  • Fredericksburg Chamber of Commerce Board Director, 1st Vice Chair
  • Fredericksburg Chamber of Commerce Ambassador, Chair
  • 2015 Outstanding Chamber Woman Award

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies

Awards & Recognition

  • FIVE STAR Wealth Manager1, Texas Monthly Magazine, 2014 & 2015

Qualifications

  • APMA® Accredited Portfolio Management AdvisorSM
  • CRPC®  Chartered Retirement Planning CounselorSM
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Professional Associations

  • Gillespie County Leadership Class of 2001, Alumni

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