As a financial advisor, I am committed to finding out what is important to you and partnering together to meet your goals both now and in the future. Every individual, family or business is unique and by listening and learning what is important to you I can help to prioritize multiple goals, create an individualized strategy and monitor your progress toward successfully reaching those goals. Effective planning for retirement, or any long-term financial goal, can involve a variety of accounts and investment options. I will provide education on various tools and investment products to help you feel confident and comfortable.

In addition to my role as a financial advisor, I am a wife and a mother. I have been married to my college sweetheart, Rob, for 25 years and our four daughters are Arden, Claire, Piper and Reese. We are originally from Ohio but lived in the Orlando, FL area for the last 10 years. We relocated to Liberty Hill in 2021 and fell in love! My girls enjoy a variety of sports, including tennis, softball and swim, and the sense of community and welcome in hill country has been amazing.

Partnering with a financial advisor to help you meet your financial goals is an important decision. Please contact my office for an introductory call today.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings

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