I am passionate about empowering my clients when it comes to their money and their goals. Whether it be planning for retirement or school for your children or grandchildren, reducing taxes, paying off debt or protecting your family during your lifetime and beyond – it is important to me. We will readily partner with your CPA or attorney to assist you with your taxes, estate planning, and life insurance.

I use an established process to build personalized strategies to help you reach your goals, and we will partner together throughout your life to help keep you on track with a solution that is truly made just for you.

I started my career on Park Avenue in New York City and moved to London's financial district as a bond analyst before my husband, Christian, and I decided to settle down in Texas to raise our family. We have been blessed with three children: Michael, Joshua and Charlotte. We adore the outdoors and are very active in our children's many activities.

My business continues to grow through my clients who refer family, friends and business colleagues who are also looking for a passionate financial advisor to help them on their way. I can meet with clients in person, via phone or WebEx/Zoom.

I serve as a training leader in my region, am a public speaker for the Alzheimer's Association and am actively involved in the Dallas Alzheimer's walk each year. I hold an AAMS™ professional designation from the College for Financial Planning. I am president of our HOA, actively involved in our PTA and a member of IAMPETH - The International Association of Master Penmen, Engrossers & Teachers of Handwriting.

My Branch Office Administrator, Nathan Spangler, is ready to assist in any way that he can. Please reach out so we can help you. Our new address at The Château on 16600 Dallas Parkway should be complete some time June 2023.

We understand how hard it is to juggle all of life's challenges. We are here to help – it will be our privilege.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations

My Personal Interests

  • History and Museums
  • Spending Time with Family
  • Animal Rescue
  • Outdoor Enthusiast
  • Hiking

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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