I love my job and it’s an honor to serve. Being an “Advisor for Life” with my ideal clients is a true privilege. We celebrate with you by cheering on wins and milestones. In challenging times and life stages, emotions can run, and logic can leave us. I am delighted to be the person my clients rely on. I develop relationships based on a deep understanding of your unique financial needs, values, goals and dreams as they evolve.

I study what’s most important to you and use an established process to help you reach your goals. It is vital to me that you understand our strategy and how you pay for your investments before you invest your money. I leverage contributions of trusted advisors such as attorneys, CPAs and other professionals to deliver a comprehensive experience.

I chose Edward Jones because our clients are the center of everything we do. As a 99-year-old employee-owned firm, we are accountable to our clients and then to each other. There are no shareholders that dictate our path and our advanced technology provides infinite guidance.

My husband, Derek, and I moved to Southlake/DFW in 2006 with our girls, Faith, Grace and Trinity, and two dogs, Patriot and Boomer. After Carroll ISD, our girls chose OU, UT and TCU. We are super proud parents. We enjoy boating, concerts, college football and volunteering. We believe those who bless others will be blessed.

Need to navigate complex wealth? I invite you to experience the Edward Jones difference with a dedicated team to answer your calls. Let's connect on LinkedIn or our Facebook Business Page or call to schedule some time to see if we are a good fit.

Our practice works with select clients: Serious, Long-Term Individual Investors, Death, Divorce, Transfer of Wealth, High-net-worth Family with Complex Financial Needs, Healthcare, Pharmaceutical Executives, Physicians, Foundations/Non-Profit Organizations, Attorneys, Accountants, Engineers and Small to Medium Size Business Owners.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Traveling
  • Tennis
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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