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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Five Star Wealth Manager, 2014 - 2022

Professional associations

  • Gillespie County Leadership Class of 2001, Alumni

Community participation

  • Hill Country Memorial Hospital Foundation, Gala Steering Committee Member, Volunteer Coordinator
  • Fredericksburg Chamber of Commerce, Immediate Past Chair
  • Fredericksburg Chamber of Commerce Ambassador
  • 2015 Outstanding Chamber Woman Award

Interests

  • Being a mom is my greatest joy!
  • I enjoy being involved in my community