Advisor profile


What you can expect when you work with me

 My 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 me, 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Family Finances
  • Small Business
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance

Qualifications

  • Series 7 - General Securities Representative License
  • Series 66 - Uniformed Combined State Law
  • TX Insurance License - Accident, Health, Life, Variable Life, Variable Annuity

Education

  • Bachelor's of Business Administration in Finance, Texas A&M University, College Station, Texas

Interests

  • Although I'm a Texan through and through, I love to travel and explore new places. In August 2021, my husband and I spent two weeks in Italy as a delayed honeymoon and we have already added Spain, Germany, and Switzerland to our bucket lists.
  • Spending time with my husband (usually quoting one of our favorite TV shows) is one of my favorite ways to relax. Fun fact: We actually met in middle school but didn't start dating until our mid-twenties.
  • Always trying to read more books! It took me way too long to discover reading just for fun, so now I'm making up for lost time. I'm always open to recommendations if you have a favorite!

Community participation

  • Dallas Pi Beta Phi Alumni Club - Member
  • The Human Impact - Nonprofit Volunteer
  • Behind Every Door Ministries - Nonprofit Volunteer

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

Previous experience

  • Director of Development, Behind Every Door Ministries, Dallas, Texas, 2017-2020
  • Credit Risk Associate, Bank of America Merrill Lynch, Dallas, Texas, 2015-2017
  • Credit Risk Analyst, Bank of America Merrill Lynch, Dallas, Texas, 2012-2015