My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
41
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
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution

Education

  • Bachelor of Journalism, Public Relations, The University of Texas at Austin

Previous experience

  • Financial Advisor At Merrill Lynch, Pierce, Fenner & Smith Inc, 2004-2014
  • Vice President At Citigroup Global (Smith Barney), 1989-2004
  • Financial Advisor At Rotan Mosle, 1989-1990
  • Financial Advisor At Painewebber Incorporated, 1986-1989

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I volunteer at the Carolyn Glasoe Bailey Art Foundation for raising awareness of the Arts for children.

Interests

I enjoy many activities including:

Traveling

Yoga

Wine Tasting events

My photos

2 albums
close