I partner with families to plan for and navigate through all financial decisions. It is imperative that I have an understanding of what is important to my clients. We team up using an established process to build a personalized strategy to help them achieve their goals. I make sure they know I am with them for a lifetime.

I have been with Edward Jones since 2009. I built a successful business in Richardson and moved my office to Addison in 2017 to be closer to my family.

I am a Sooner in Longhorn country. I have been an athlete my entire life and I thrive on a challenge. I played basketball, ran cross country and rowed all at the collegiate level. My ideal client is someone that has a true interest in getting into the game, not someone that just wants to play pick up. By this I mean that they are willing to make some adjustments, make some contributions and commit to setting a goal.

Outside of work, I am a wife and a mom to two amazing kids, Harper and Declan. Greg, my husband, and I are members at Prestonwood Baptist Church in Plano, and I am an active member in the Metrocrest Chamber of Commerce. In my free time, you can find me at The Bar Method. My clients know my family and appreciate that I enjoy spending time with them.

Marichelle Espinoza is my branch office administrator. She has been with me since 2018. Marichelle lives in Dallas with her husband, Johnathan.