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
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
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance


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


  • East Central University, Bachelor of Science, Major in Business Administration
  • Concentration in Finance and Marketing

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, 2019, 2020, 2022
  • Strategic Wealth Advisor Team, Forbes Best-in-State Wealth Management Teams, 2023

Professional associations

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Strategic Wealth Advisor Team on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

  • Executive Women International-Dallas Chapter, Board Advisor 2015-2016, President 2014-2015, Vice-President 2013-2014, Program Director 2012-2013, Treasurer 2009-2011.
  • Minnie's Food Pantry
  • The Birthday Party Project
  • Prosper Pride softball
  • Prosper Ladies Association
  • Resource Center
  • Prosper Chamber of Commerce


When I'm not working with clients, my time is spent with my husband, Jeremy and our little one, Jayci. We love going to the park, playing outside and in the backyard and training (or trying to train) our puppy Owen. We love watching our niece, Addison play select softball with the Prosper Pride on the weekends and watching OU football in the fall!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.