As a financial advisor, I approach my role with positive energy, enthusiasm and a desire to understand what is important for each client. Using an established process, I work to gain an understanding of each unique situation and offer appropriate solutions. I've always strived to be a lifelong learner and earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification in 2022, granted by the CFP Board. The CFP® certification has expanded my knowledge base in the following areas: Financial management, Tax−sensitive investment strategies, Retirement savings, Insurance planning, Education planning, and Estate considerations. In addition to the education and examination components of my certification, I’ve also committed to abiding by the CFP® Board’s Code of Ethics and Standards of Conduct.

Originally opening my Edward Jones practice in Oklahoma City, I was fortunate to move back to northwest Oklahoma to continue building my business and raise my own family. My husband, Brian, and I have two wonderful daughters. We are involved in many aspects of Woodward and the surrounding communities. We donate our time and energy to civic and philanthropic boards for the betterment of others.

My branch office administrator, Mary, is dedicated to providing you with the highest level of service possible. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In our office, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Our services and clients extend from next door neighbors to many miles from our office.