About

I was born in a small West Texas town and grew up in Fort Worth, Texas.  As an adult, I moved to Arizona for a change of pace, and met my husband and started a family.  With a husband who is always on the go and a son who is an avid baseball player, I truly value the moments when my family is together at home – a rarity these days. 

 While visiting my parents years ago, I accompanied them to a meeting with a financial advisor.   I naturally found myself helping the advisor understand my father’s goals and the advisor’s guidance back to my father in understandable terms.  Because of my knowledge of the financial world and terms, the advisor suggested I consider a career as a Financial Advisor. 

I hold my Series 7 & 66 licenses, as well as insurance licenses.  I also earned my AAMS designation, which is an advanced training certification on investments, insurance, tax, retirement and estate planning issues.  I love working with clients to help them understand investing and help with financial decisions. I believe if my clients understand the fundamentals, they will be more confident in investing and making decisions that will impact their life.

Using an established process, I build personalized strategies for my clients that are designed to help achieve their goals. I take time to truly listen to my clients and construct clear, uniquely tailored objectives and solutions to accomplish what is important to them. Once the strategies are implemented, I continue to partner with my clients to keep them on track and adjust as needed.

I am proud to serve clients with a wide range of goals. I help multi-generational families build, manage and protect their wealth, and help business owners navigate business succession, asset growth and tax reduction. My clients are assured that I work tirelessly to help them achieve financial success.

What inspires me most about being a financial advisor is seeing how the work I do can make a difference in creating a better future for others. I have a passion for increasing my clients’ financial literacy. My mission is to provide clarity and confidence to my clients throughout their lifetime.

Thousands of people and advanced technology support my office so that I can help ensure my clients receive current and complete guidance. I work with my clients’ attorneys, accountants and other trusted professionals to deliver comprehensive strategies that leverage everyone’s expertise and help my clients achieve their financial goals.

Relationships are vital, and nothing builds a stronger relationship than meeting face to face. I would love the opportunity to sit down together and learn what’s most important to you.