When my Edward Jones advisor, a longtime friend, insisted I consider a career as a financial advisor, it seemed like a natural progression in my career. Educating and helping others improve their lives is a major part of my background. I have 20 years' experience as a leader in corporate finance, am a certified fitness coach and founder of a women’s empowerment nonprofit.
In 4th grade, while assisting younger students with reading and math skills, my passion for helping others began. With Edward Jones, I continue to help others by partnering with my clients to help make their financial decisions easier and understandable.
It's imperative that I cultivate a personal relationship with clients to provide tailor-made options for their needs. Through education and personal care, I strive for my clients to feel informed and at ease with the strategy we develop that's specific to them. After an appointment, some clients leave with a bag of tools to aid them in their investment options. From retirement strategies for self-employed or small businesses, education savings or personal financial organizing, I am my clients’ financial accountability partner.
In my personal time, I enjoy global travel with my two sisters along with travel to Austin, TX to visit my son. He is a recent Texas Tech graduate who has a finance career in Austin. I also take great pleasure in working out, community service through my nonprofit and trying new restaurants. Most of my favorite restaurants and food findings are shared on my social media sites.
If you are searching for a financial advisor who values what is most important to you, I invite you to experience the power of personal attention working for you with Edward Jones: flexible hours to accommodate your schedule, options for meeting types and one-on-one relationships. Contact me today to schedule your appointment. I'm excited and delighted to hear from you and to get to know you personally.
- Retirement Savings Strategies
- Portfolio Reviews
- College Savings
- Business Retirement Plans
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Personal Fitness
- Fashion Design