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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • University of Texas at Austin
  • Bachelor of Arts in History, minor in Mathematics

Awards & recognition

  • Five Star Wealth Manager, 2022 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Financial Advisor, Edward Jones Investments, 2002-2016

Community participation

Interests

My husband, Michael Ryan, and I currently reside in Henly, Texas with a few longhorn cattle, a slew of chickens, and our beloved dogs Gus, Ziggy and Sofie.

When not working or volunteering my time to the Highland Lakes Creative Arts, a 501c3 organization established to support and promote the creative and performing arts in our area, I can be found fly-fishing, reading, swimming or traveling.