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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Education

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

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor, Investment Professionals, Inc., Fort Worth, TX, 2014-2018
  • Financial Advisor, Newbridge Financial Services Group, Inc. , Fort Worth, TX, 2008-2014

Community participation

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

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