I'm proud to serve clients throughout Ovilla, Red Oak, and the surrounding areas through my work at Edward Jones. With over 8 years of experience in the financial services industry, I work closely with individuals, families, and small business owners to help create personalized strategies for retirement, education savings, wealth protection, and long-term financial goals. I believe in building str
ong, lifelong relationships. I take the time to understand what matters most to each client, their values, goals, and comfort with risk, so we can create a plan that supports their future with clarity and confidence. Before my current role, I spent several years as a Senior Branch Office Administrator at Edward Jones, where I developed a strong foundation in client service and operational excellence. My background also includes management and financial roles in the automotive industry, giving me broad experience in custom-focused service and process management. I'm deeply connected to the Ovilla and Red Oak communities. Outside of work I enjoy spending time with my family, traveling, and giving back through local volunteer efforts. If you're looking for someone who will listen, understand your goals, and help you stay on track, I'd be honored to support you.
