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

  • Insurance
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Oklahoma - Bachelor of Arts Business Communications

Interests

My husband and I graduated from the University of Oklahoma and currently live in Dripping Springs, TX. We love watching anything sports related to OU. We are now empty nesters and have 3 cute little dogs. My daughter is finishing her masters degree at the University of Arkansas where she is a Kappa Delta. We love to travel to Fayetteville and are now big Arkansas fans as well. On weekends or really anytime we love to travel or spend time in the water. Our favorite places to go are Canyon Lake and Port Aransas, TX. We spend lots of time with my nieces and nephews since all live very close together.

Previous experience

  • Office Manager - Circle C Orthodontics Austin, TX, 2017-2020
  • RDA and Administrative - Cunningham Orthodontics- Dripping Springs TX, 2013-2016
  • Insurance Agent - LaReau and Associates- Norman OK, 2006-2013
  • Marketing - Blue Cross and Blue Shield- Oklahoma City OK, 2003-2006