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

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CEPA® Certified Exit Planning Advisor
  • Series 7, 6, 63, and 65 registrations held through Ameriprise Financial.
  • Group 1 Insurance License

Education

  • Bachelor Business Administration, Finance, Stephen F. Austin State University, Nacogdoches ,TX
  • Duncanville High School 1978-1982

Interests

Family is super important to me. I grew up in Duncanville, TX & now live in Midlothian. I've been married for 35 years to Brian Martin. He & I have 5 children- Preston, Wesley (wife Kiley), Faith (fiance' Andrew), Christian & Grace. We also have 1 granddaughter. I am a Christian & frequently sing with the ensemble/Choir at our church, Stonegate in Midlothian, Texas. I love to read. My favorite series is Outlander (the books and the television series) as well as Christian Novels. I am passionate about the made for TV series, The Chosen, being filmed in my town. I attend a homegroup on Monday evenings. I love to meet new people!

Community participation

 - Community participation photo

Leadership Mansfield
Vocalist with Church- Stonegate in Midlothian.

Previous experience

  • Ameriprise Financial Institution Group/American National Bank Investment Services, 2021-present
  • LPL Financial, LLC/The Wealth Management Group @American National of Texas, 2015-2021
  • Raymond James Financial Srvcs/Southside Bnk merged from LPL Financial Services/OmniAmerican Bank, 2014-2015
  • LPL Financial LLC/OmniAmerican Bank Investments, 2011-2014
  • Chase Investment Services Corp, 2009-2011