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 Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies

Qualifications

  • Security Industry Essentials Exam (SIE)
  • Series 7
  • Series 66
  • Life, Health, and Property Insurance Agent in the state of TX
  • Securities licensed in Texas, Oklahoma, and Nebraska.

Education

  • B.A. in English, University of Texas at Arlington, Summa Cum Laude
  • Associates of Arts, Tarrant County College, Highest Honors

Interests

Many people have told me that I have a wide variety of interests. I attribute that to my husband and I having very different personalities. I've had to adapt to the things he likes, and vise-versa!

Some of the things I enjoy doing are reading classics, particularly Jane Austen. I also love all hiking, whether it's in Red River, New Mexico, or here locally at Glen Rose State Park.

Additionally, my family and friends are very important to me. I know everyone says they enjoy spending time with friends and family, but I truly do. My husband and I also enjoy flying together in our Cessna-172!

Community participation

  • Committee Member of Granbury Women in Business: We welcome all women from our community to join together to connect, encourage, and inspire one another. As we all know, life and business are no fun alone!
  • Member of the Granbury Chamber: The Chamber is outstanding here! We work hard to better our community and the business that are here. We love nothing more than to support each other.
  • Member of the Granbury Young Professionals: In a town that consists of mainly retirees, it's important for young professionals to know one another! This is the space to do so!
  • Host Annual Food Drive for Ruth's Place, Children's Book Drives, etc.

Previous experience

  • High School English Teacher, 2018-2019
  • Senior Supplemental Instructor of Math and English at Tarrant County College, 2016-2018

About Our Office

Our office is located right off the Granbury Square, and if you're a history nerd like me, you might like to know that our office is a historic landmark. What I call "the office" is also known as the Thrash-Landers-Hiner Home and was home to the first mayor of Granbury, Patrick H. Thrash. Originally built in 1880, this Queen Anne style home has evolved over time and has served as a resident, bistro, bed and breakfast, and office. We are currently in the process of working on a project with The University of Texas at Arlington to bring this beautiful piece of history to the public in a tangible way. We enjoy sharing our beautiful space, and we'd love to have you stop by and say hello! I'll take you on a tour, too!