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
8
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
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education

Education

  • MBA, Concordia University, Austin, TX
  • BS, Radio/TV/Film, University of Texas, Austin, TX

Community participation

Ruby's Rockin' Rainbowl, an annual event to help raise scholarship funds for children with Down Syndrome.

Texas Capital Area Food Bank

Austin Humane Society

Interests

  • I have family that live all over the world and enjoy spending time with them when we can visit
  • Love my dog, Bubbie
  • I enjoy being in nature and going to State and National parks
  • Visiting every continent is on my bucket list, 4 down and 3 more to go!
  • I used to make my own beer but now I enjoy visiting breweries with friends

My photos

3 albums
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