Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
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
  • Women's Financial Strategies
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • Series 7 License
  • Series 66 License
  • Group 1 License

Education

  • B.B.A. Finance, University of Texas at Arlington, Arlington, TX
  • M.B.A. Texas Women's University, Denton, TX

Community participation

I support and volunteer for the Sam's Club MS150.

Program Coordinator for Blessings in a Backpack - Midway Park Elementary-Euless, TX.

Rotary Club of Colleyville.

Girls Scout Troop Volunteer.

Interests

I enjoy spending time with my husband, Tom and our children, Alli (11), Andrew (8) and Andersen (3).

The opportunity to meet and connect with new people.

Listen to music and playing the piano.

Traveling with my family and experiencing new things in life.

Being active outdoors.