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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • Series 7 & 66

Education

  • Bachelor's Degree in Finance - Colorado State University - 2001

Professional associations

  • Colorado State Alumni Association
  • American Business Women's Association

Community participation

  • Active in supporting Toys 4 Tots - United States Marine Corps Reserves since 2006
  • Fundraising for Multiple Sclerosis Foundation , Kidney Disease, Susan G. Komen
  • Member of Plano Chamber of Commerce since 2006
  • Member of American Business Women's Association since 2009
  • Member of Business Networking International
  • Colorado State Alumni Association

Interests

My top 5 values are: Family, Helping Others, Integrity, Health, and Courage

I have a passion around helping others, and focus on those that have encountered chronic illnesses, the homeless, and underprivileged children through Toys 4 Tots.

I'm passionate about cycling, soccer, the Dallas Mavericks, the Dallas Cowboys, and music. My goal is to live a significant life, over a successful one.