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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
17
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

Interests

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!

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

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, 2019

Professional associations