I have been a financial advisor with Edward Jones since 2015. Prior to becoming a financial advisor, I earned my bachelor's degree from Texas A&M University and worked in the medical field.

Using an established process, I create personalized financial strategies for my clients that are designed to help achieve their unique goals and dreams. I take the time to get to know my clients on a personal level and understand their needs. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and help keep them on track. In order to provide comprehensive service, I regularly collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.

I am a dedicated financial partner. I love building meaningful relationships with my clients and helping them realize their dreams. I deeply and genuinely care about my clients to the point that they become like family. I truly love being a part of my clients' lives.

Outside of my role with Edward Jones, I serve my community as a board member of my local Chamber of Commerce, a member of AMICA Rockwall and a volunteer with various other charitable organizations. I have four children and enjoy attending all of their activities. In my free time, I love spending time with family and friends, traveling and experiencing new cultures.

Focus areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Volunteering
  • Reading
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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