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

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Insurance
  • Investments
  • Business Retirement Plans
  • Tax Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Embry Riddle Aeronautical University - B.S. Aerospace Studies, 1997

Interests

  • Love spending time with my family
  • Physical fitness competitions
  • Involved with my church
  • Enjoy Cooking
  • Satisfying career helping client's be happy after retirement

Community participation

I am involved in Euless Economic Business Development Committee helping to expand and develop our community, business and parks.