Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • Securities Industry Essentials (SIE)
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Associate of Science, Victoria College, Victoria, TX
  • Bachelor of Business Administration with a concentration in Human Resources Management, University of Houston-Victoria, Victoria, TX
  • Master of Business Administration- University of Texas Tech, Lubbock, TX

Community participation

Photo of my VPEN sisters and I!
Photo of my VPEN sisters and I!

Chair Member of Victoria Professional Express Network

Member of Victoria Chamber Ambassadors

  • https://victoriaprofessional.abwa.org/
  • https://www.victoriachamber.org/committees/

Interests

  • Spending free time with my family!
  • Visiting state parks & camping
  • Diving into the world of baking