Advisor profile


What you can expect when you work with me

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.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • BBA, General Business, Stephen F Austin State University, Nacogdoches TX, Graduated 1985

Interests

I have been married to my husband Will for 27 years. We have two sons, our oldest is a graduate of University of Arkansas and our youngest in college. We currently live in Lake Highlands.

I enjoy traveling, spending time with family and friends, working out-yoga, cycling and strength training, volunteering with charities I am passionate about and hanging out with our 3 dogs and cat.