At Edward Jones, we develop personal relationships based on a deep understanding of our clients’ unique financial needs. Once we have a clear understanding of those needs, we use a solutions-based approach to tailor a strategy designed to help you work toward meeting your short-term needs and long-term goals. Working closely with you and your CPA, attorney and other professionals, I can help determine the an appropriate financial strategy for you.

I graduated from Texas A&M University in 1989 with a Bachelor of Science degree in Curriculum and Instruction and acquired my Master of Education in 1992. I worked as a teacher and diagnostician from 1991-2008. I then acquired my Series 7 and 66 licenses in 2008 and began my career with Edward Jones in Grapevine, TX. I received the AAMS® professional designation in 2011, became a limited partner with Edward Jones in 2014 and earned my CFP® designation in 2017.

I have served the firm in a variety of volunteer roles, including as a mentor, providing leadership and guidance to trainees and financial advisors; visiting veteran to financial advisor trainees; new financial advisor field trainer; and as a diverse inclusion specialist on my regional performance team. I am currently serving as the women’s inclusion specialist and field trainer leader for my Edward Jones region.

I am a member of the Grapevine Rotary and serve as the club secretary. I served on the Leadership Grapevine through the City of Grapevine. I was Professor of the Day at Texas A&M at the College of Agriculture and Life Sciences in 2015. I am also a member of the Colleyville Women’s Club.

My husband, Dwayne, and I have been married since 1991 and have two children, Austyn and Bryan. In my leisure time, I enjoy boating, cooking, gardening and hanging out with family and my dog.

My senior branch office administrator, Tonya Pate, has been with Edward Jones since 1999 and has been my senior branch office administrator since March 2009.