For more than 25 years, I’ve dedicated my career to helping individuals and families build holistic financial strategies grounded in personal connection, thoughtful planning and lasting impact. It’s a privilege to help parents, children and grandchildren stay prepared through retirement, education planning and wealth transfer. My focus is to guide you with clarity and confidence — helping your fam
ily make smart financial decisions as life grows more complex, without adding complexity to your life. My roots in Alva, OK — shaped by my family’s aviation business — instilled the values that define my practice: integrity, empathy and a commitment to doing what’s right. These principles shape every interaction, ensuring each client feels understood, supported and genuinely cared for. We believe financial strategies are most powerful when they create stability not just for today, but for generations to come. We’ve built an environment where clients feel at home and supported by a team that treats every relationship with the care we’d offer our own families. I’m fortunate to work alongside two dedicated professionals: Debbie Brown, senior branch office administrator, has more than 25 years of experience, and Stacey Jennings, registered branch associate, has over eight years of experience enhancing the speed and depth of our service. I am honored to be recognized as one of Forbes Top Women Wealth Advisors Best-In-State in Oklahoma for 2026.*
I live in Edmond, OK, with my husband of 34 years and we have two grown children who inspire my passion for helping families plan confidently for every season of life. At the heart of our practice is a simple mission: to make your financial life easier and help you feel confident about the future — your future and your family’s.
*2026 Forbes|SHOOK® Top Women Wealth Advisors Best-in-State in Oklahoma, published Feb. 2026, research by SHOOK® Research LLC, data as of June 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
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