Words cannot express the gratitude I feel for having found my true mission in life. I take pride and make it a priority to get to know you, to listen and understand your values, goals and dreams.

While most of my clients are professionals and families whom I adore, there is a special place in my heart reserved for helping women. It does not matter if these women are married or recently responsible for managing their wealth due to divorce, inheritance, loss of a loved one or simply retirement, I take immense pleasure in partnering with them by using by established process to create clarity, independence and a stable life by design.

I am proud to say that when you call my office, you reach us, not an automated phone system. My branch office administrator, Naomi Garcia, is here to provide you with outstanding service. We partner with your CPA, attorney or other trusted professionals to help you make informed financial decisions.

I live in Round Rock with my husband, Dean, and our two dogs. I have two adult children who live in the area and one grandchild. In our spare time, we love to travel and help with animal rescue. I received my BA and MBA from the University of Miami. I have earned my AAMS™ designation. I am a limited partner with Edward Jones. Prior to Edward Jones, I had a lengthy career in human resources and as an instructor at Florida International University.

I believe in giving back to the community. Over the years, I have held positions to promote literacy, breast cancer awareness and animal rescue.

Partnering with me is an important and deeply personal decision. Give me a call to see if I can help build and protect a future for you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • New Investors
  • Entrepreneurs & Business Owners

My Personal Interests

  • Animal Rescue
  • Spending Time with Family
  • Trivia
  • Traveling
  • Sports Enthusiast

Office Information

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More