Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Family Finances

Education

  • B.S. University of Texas at Austin 1996-2000

Awards & recognition

  • Dax Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023

Interests

I love spending time at the beach with my husband, Chip, and our two little devils, Cooper and Claire. When we aren't at the beach, we are at the park with Grandma and Grandpa, feeding the turtles, having picnics at the fort. We also love spending the day on the boat. Chip and I always enjoy a date night - good meal and a nice glass of wine! We also like to go to concerts and football games.