I have been a financial advisor with Edward Jones since 2015. Prior to joining Edward Jones, I worked as an accounting and finance professional in the business world and as a scholar in higher education.

Using an established process, I build personalized financial strategies for my clients that are designed for their own unique situations. I take the time to listen with purpose and get to know my clients on a personal level. I then construct measureable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to guide them through any developments and keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am honored to serve a wide variety of clients, whose goals range from saving for education expenses to planning and living a successful retirement to navigating through major life transitions. I love to help female clients achieve and excel in all stages of their lives. I work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create methodical strategies for business succession, asset growth and tax reduction.

I am a dedicated financial partner. I understand that life will change and people can maximize their wellbeing through sound financial management. I love to help everyday people solve financial problems, save for emergencies, protect what they have and plan for retirement.

Outside of my role with Edward Jones, I have volunteered with various community organizations and currently serve as Treasurer at my church. In my free time, I enjoy collecting vintage and antique French Country and English collectibles and working logic and math problems.

Focus areas

  • Retirement Savings Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Pets
  • Crafts
  • Antiquing

Office Information

Office Address

519 James Bowie Dr New Boston, TX 75570

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

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

Learn More