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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Texas Southern University, Bachelor of Arts, Economics

Community participation

St. Dunstan's Episcopal Church, Houston, TX - President of Episcopal Church Women, Chalicer and Lay Reader

Interests

I am very active in my church and spending time with family and friends.

When dining out with friends my favorite foods are Italian and Mexican.

My goal is to spend more time reading good mystery novels.