The focus of my practice is retirement preparation and estate considerations; however, I also enjoy helping clients navigate through divorce and late career job loss. We work together to find solutions to meet immediate needs as well as continuing to prepare for the future. We begin by gathering information to determine your wants, needs and available assets. Then, using a practical approach, we discuss available options and methods. I then help you to implement financial strategies tailored to your specific goals and monitor you continuously to keep you on track.

Many people are reluctant to go through this process for fear that they have made mistakes that can't be fixed. I strive to take the fear out of retirement preparation and to empower my clients to make sound financial decisions for themselves and their loved ones.

Outside the office, I am a member of Leadership Richardson's Alumni Association and Addison Rotary. I also serve on the Finance Committee of Network of Community Ministries and am involved with the Care Ministry of my church.

While we're originally from Louisiana, three generations of my family now make DFW their home. I have two grown sons. My younger son is graduate of UTD and lives in the metroplex. My older son, a UNT graduate, makes his home near Denver, Colorado. After many years single, I met and married the love of my life, Dave Harper. We live in Plano along with two Golden Retrievers and enjoy traveling, water sports and our second home in Dave's hometown of Elk City, OK.

Give me a call and let's get started finding practical solutions to meet your needs.

Focus areas

  • Charitable Giving
  • Divorce Finances
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Community Outreach
  • History and Museums
  • Home Improvement
  • Personal Fitness
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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