As a financial advisor of over 10 years, I have found it is vital to know what is most important to you. Then, we will use our established process to partner with you over your lifetime to help you achieve your goals. I welcome involvement from your CPA and attorney since wealth strategies are more than just investments.

I graduated from Texas A&M University in August 2010 and began my career as a financial advisor with Edward Jones later that fall. After relocating to St. Louis, Missouri, to work at the headquarters, I was offered an opportunity to move home and work in the community where I was raised. I jumped on the opportunity and have been in Lee County ever since. In 2019, I was asked to become a limited partner with the firm and gladly accepted.

I have completed the Series 7, Series 66, and SIE investment registrations, hold the professional designation of AAMS®, and I am a General Lines Agent with the Texas Department of Insurance.

Outside the office, I enjoy spending time with my husband, John, and our three kids. We are actively involved in youth sports and our newest hobby of beekeeping.

My goal is to use personalized strategies with you and your family to help you reach your financial goals. We will partner together throughout your life to help keep you on track.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Jogging

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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