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 Income Strategies
  • Women's Financial Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A., St. Mary's University, San Antonio, TX, 1990
  • M.B.A., University of Incarnate Word, San Antonio, TX, 2007

Interests

  • Enjoy investing time in my credit union family, my family and my community
  • Works with the RBFCU Financial Literacy team to help provide an annual Basic Investments Class to the Credit Union's Youth Advisory Council
  • Volunteers in a community band and in a big band dance orchestra

Community participation

  • San Antonio Symphonic Band
  • Lamplighters Big Band Dance Orchestra

Professional associations

  • Financial Planning Association