Empowering our clients to pursue their financial goals is my passion. Our focus is to help people become confident in the financial decisions they make. We do that by creating personalized financial strategies aligned with their unique financial goals and prioritizing those goals, and we partner with our clients throughout their lifetimes to help them stay on track
We focus our practice in three primary areas:
1) People who are striving to retire early and looking for tax-sensitive solutions
2) Retirees who want to continue pursuing their financial goals and prepare for future generations.
3) Women in transition seeking a financial coach to help navigate new chapters in their lives such as a death of a loved one, divorce, disposition of property or more complex retirement transitions. I've always had an interest in financial services. When I was in college, I'd encourage classmates and co-workers to open Roth IRAs, get life insurance or set up 529 plans for kids. Being a first generation American along with being raised by a single mother in El Paso, Texas, shaped my curiosity in financial literacy and helping individuals and families improve their financial knowledge and opportunities. On a personal note, I enjoy live music, anything historical and learning new things or exploring new places. I have two children who are my biggest accomplishments, a corgi son (Spencer Petty Paws) and a cat daughter (Colette Petty Paws). If you are looking for a financial advisor, I invite you to learn more about the Edward Jones approach: face-to-face meetings, convenient scheduling and one-on-one relationships. I appreciate you taking a moment to get to know me a little better and I look forward to the opportunity to get to know you. If you would like to schedule a complimentary consultation, please call or email today to schedule a time that's convenient for you. I have earned the CERTIFIED FINANCIAL PLANNER® certification.
