Helping You Feel Confident About Your Financial Future
Your goals matter—and so does having a plan that works for you. As a Financial Advisor in San Antonio, my team and I focus on making the financial process simple, clear, and personalized. We’ll help you organize, prioritize, and achieve what’s most important, while collaborating with your CPA and attorney to address tax and estate planning ne
eds. I’m a CERTIFIED FINANCIAL PLANNER® professional (CFP®), I have earned the Chartered Financial Consultant® designation, and I am committed to helping professionals and families with retirement planning, investment strategies, and wealth management. I work with clients from diverse industries—healthcare, energy, financial services—and I’m proud to provide LGBTQ+ financial planning for individuals and couples seeking confidence in their financial future. After earning my BBA in Finance from UTSA (birds up!), I built my career here. Outside the office, you’ll find my husband, Tristan, and me exploring national parks, hiking local trails with our dogs Archie and Malo, or cycling the greenways. We’re passionate about visiting state and national parks and supporting local businesses. I’m fortunate to work with Sandra, our senior branch office administrator, who’s been dedicated to Edward Jones clients since 1996. Her experience and care make a huge difference for our clients. Collaborative planning. Ready to take the next step? We’re currently accepting a select number of new clients and would love to help you with personalized financial strategies that bring clarity and confidence to your journey. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
