It is my true desire to learn about what is important to you. Your goals become my goals and we proceed as a team to help ensure you achieve those 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 – if it is important to you, it is important to me.

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 incredibly blessed with three children: Michael, Joshua and Charlotte. We adore the outdoors and are active in our children's many activities.

My Senior Branch Office Administrator, Tonya Timmerman, hails from Michigan and has two adult children of her own. She is engaged to Will.

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. Tonya heads the front desk and partners with me to provide the utmost in personalized service.

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

Tonya and I both understand how hard it is to juggle all of life's challenges. We are here to help – it will be our privilege. Come have a cup of coffee with me and learn how we can help you.

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
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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