Prior to growing my business with Edward Jones, I spent many years honing my skills as an operations manager for several small local businesses.

I especially enjoy helping women business professionals who are actively accumulating their wealth, and are tired of feeling overwhelmed and unsure if they will reach their financial goals.

As a team with my branch office administrator, Mary, we are always listening closely to learn what is most important to our clients. With that knowledge, I build personalized strategies to help them achieve their goals. Perhaps most importantly - we help them stay on track over the years. This process gives our clients an understanding and confidence about reaching their personal financial goals so that they can focus more on their daily lives and all of the things that they love.

I am very proud to be part of Edward Jones, and am grateful for the trust that our clients place in us every day.

Austin became my home in 1992 when I moved here to attend UT. My favorite places to connect with the city, and spend time with my wife, son, and our dogs, are our beautiful greenbelts and local coffee shops.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Socially Conscious Investing
  • LGBT Finances
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Connect on Social

Branch Team

Email Me

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