With over two decades of experience in banking and as a financial advisor serving the financial needs of families and business owners, I enjoy developing long-term relationships with others. My passion is to help you focus on building a strategy for retirement, protecting your family from the unexpected and leaving a legacy.

I earned my bachelor's degree in business administration from the University of Wisconsin-Milwaukee. I met my husband, Brett, in college on spring break. Our son, Bryce, is a biomedical engineer who recently graduated from the University of Texas at Arlington. Brett and I enjoy concerts, theater and our area sports teams. We enjoy time together as a family and enjoy participating in local community events. I am an active member of the HEB Chamber of Commerce.

I cheerfully serve a variety of clients whose goals range from growing wealth, to planning and living a successful retirement, to saving for education expenses. Many of my clients are business owners with whom I create strategies for business succession, asset growth and tax reduction. My parents were self-employed most of my childhood which makes me familiar with the concerns business owners have for their children, staff and communities. One of my roles in working with business owners is to help you prioritize your hopes and dreams to fit with your business goals.

As a financial advisor, I focus on what you want to work on. We accomplish this by using established processes to build personalized strategies and partner together with you over your lifetime to help you achieve what's most important to you.

Let's start the conversation at (817) 416-5340. I look forward to helping you achieve your financial goals.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Photography
  • Art & Theater
  • Movies & Entertainment

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 - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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