I became a financial advisor because of my parents. My father’s early disability and death made me realize that ordinary people like my parents needed trusted advice and guidance. I wanted to help others avoid what my family went though. I feel fortunate to help others like my Mother prepare for their life events.

My background has always been in finance. Prior to joining Edward Jones in 1999, I was the controller for Baylor Medical Center at Ellis County. I came to Edward Jones because I realized my true passion lies in personal finance.

I believe it is important to develop personal relationships based on a deep understanding of my clients’ unique financial needs. I also believe in a team approach to help you work towards your short-term needs and long-terms goals. I work closely with you and your CPA, attorney and other professionals to determine the most appropriate financial strategy for you.

Gwen Lents, my senior branch office administrator, and myself have been a team for over 13 years. We believe it is important to work together to deliver the highly personalized service needed to take care of our clients. These relationships span decades and generations.

Teaching is another passion of mine, whether it is teaching new advisors or my clients. I have served the firm in a variety of volunteer roles, including as a mentor and trainer, providing leadership and guidance to trainees and financial advisors, visiting veteran to financial advisor trainees and field trainer leader. My newest role is that of Culture of Compliance Leader.

I am originally from Katy, TX but I have lived in Grand Prairie since 1990. I graduated with an accounting degree from Texas Tech University where I played college level softball. I am a member of the Grand Prairie Lions Club and am a past president of Soroptimist International of Grand Prairie. I love spending time with my dog Jax, traveling with my Mother and going to my cabin in Northwest Arkansas.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Football
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00PM - 04:30PM
Fri 09:00AM - 12:00PM
Sat Closed
Sun Closed

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