As a CERTIFIED FINANCIAL PLANNER® professional, I work with business owners, families and individuals across North Texas and beyond to help them build confidence in their financial future — not just for today, but through every stage of life. I help clients connect the dots across investments, risk management, tax-advantaged strategies, retirement planning and estate considerations so each financi
al decision supports their broader goals. Above all, I am committed to providing advice that puts my clients’ best interests first and aligns with what matters most to them. Before entering financial services, I spent more than a decade helping families navigate end-of-life planning. That experience shaped how I serve clients today, teaching me the value of empathy, clear communication and thoughtful preparation. It reinforced a belief that continues to guide my work: Confidence comes from having a plan and a trusted partner through life's transitions. I graduated from Texas State University in 2000 and earned my MBA from the University of Redlands in 2006. At Edward Jones, I use a disciplined and collaborative process to develop personalized financial strategies that evolve alongside my clients' lives. Whether someone is growing a business, preparing for retirement, managing a major life transition or building a legacy, my goal is to help them make confident decisions with clarity and purpose. Outside the office, I am supported by my husband, Gary, and our son, Alex. We stay active through youth sports, particularly basketball and soccer, and enjoy exploring beaches, rivers and swimming holes. We also enjoy tending a large vegetable garden and growing fruit trees. Investing in people has always been important to me — both personally and professionally — and it remains at the heart of how I serve my clients and community. If you're looking for thoughtful guidance and a long-term partner in your financial life, I welcome the opportunity to start a conversation.
