Growing up, I had the opportunity to watch close family members not only run their own businesses but help the communities they lived in. I had a first row seat to real estate, finance, retail, custom masonry businesses and even a Christmas tree farm. The exposure to the unique needs in many industries has translated to our process now.

I was privy to the hard work involved but also how each business connected the entire family. In 2008, coming from a commercial real estate firm in their finance department, I already had a love of numbers and the opportunity to run my own practice while creating strategies to help investors achieve their personal financial goals was a perfect fit. The ability to get to know each of our clients, their families and their needs has been truly fulfilling.

In the past 12 years, we have helped hundreds of individuals and families retire, create education savings accounts, and protect and transfer their wealth. We are a multi-generational practice and are currently licensed in 19 states.

This is a passion, not a job; therefore Denise Stewart, our branch administrator, and myself are constantly adding more technology and resources to better serve our clients. I currently hold the AAMS® designation from the College for Financial Planning. We also have an extensive team of professionals that we partner with to offer holistic wealth strategies.

I enjoy reading, hiking, golf, tennis, good restaurants, home improvement and travel. I also enjoy volunteering with the Trophy Club Women’s group and attending our church in Keller. I currently live in Texas with my husband, Ricky, who works for a top land developer in the area, and two dogs, Eddie and Rocco.

Your time is important and our focus is to add value during every conversation. We look forward to meeting you to demonstrate how proud we are of our lifetime commitment to service.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Wealth Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Hiking
  • Traveling
  • Spending Time with Family
  • Animal Rescue
  • Community Outreach

Office Information

Office Address

4101 William D Tate Ave Ste 212 Grapevine, TX 76051

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed
Request an Appointment

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