I help oversee the financial wellbeing of families, business owners and professionals in central Texas and other areas of the country. My priority is to understand what is important to you and build personalized strategies that will help achieve your goals. Whether your goal is planning for your ideal retirement, generating a lasting income while enjoying your current retirement or ensuring your family is secure when you are gone, I am here to help you. But we are not alone. Many people and advanced technology support our office so we can help ensure you receive the most current and thorough guidance. In addition, we work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's knowledge and experience.
In my former career, I was accustomed to problem solving for big organizations and wanted to be able to utilize those skills to help others solve their challenges and reach their goals. When I was approached by Edward Jones about this opportunity to help families and businesses, I knew I had found my calling. I absolutely love what I do and it's a dream come true! Every day I can live my passion – helping others.
Outside of the office, my husband and I enjoy RV'ing, scuba diving, motorcycle riding and restoring old vehicles. I volunteer and support several local charities in the community that provide food and clothing for the needy, work with disadvantaged youth and another that houses children that age out of foster care.
I genuinely love what I do because it makes a difference in the lives of the people and communities we serve. I look forward to speaking with you and getting your complete, tailored financial strategy started today.
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Business Retirement Plans
- College Savings
- Insurance & Annuities
My Personal Interests
- Scuba Diving
- Vintage Cars
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