Welcome! I believe words matter, so when I say this a community-focused practice, you know I mean business.

For you, this means I help you get all your priorities out on the table. We will walk through the Edward Jones established, structured process, resulting in a customized, easily implemented strategy that is tailored to you and your life.

I’ve spent the past 20 years as a trainer, entrepreneur, money coach and now financial advisor - standing to help people to live lives grounded in their unique values and gifts!

With all that in the background, I am uniquely suited to serving entrepreneurs, high-powered professional women, coaches and professional photographers.

When not I'm not working, you might find my spouse and I exploring our neighborhood and bayou trails by bicycle or enjoying our city's diverse local deliciousness. My community involvement also includes serving as an active member of the League of Women Voters and the Greater Houston LGBT Chamber of Commerce.

Let's connect and schedule a confidential, no-obligation, deep dive into your finances today.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • LGBT Finances
  • Charitable Giving
  • Military Professionals & Veterans
  • Business Retirement Plans

My Personal Interests

  • Traveling
  • Art & Theater
  • Gardening
  • Volunteering
  • Sustainability

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
Request an Appointment

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