Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution

Education

  • Bachelor of Journalism, Public Relations, The University of Texas at Austin

Previous experience

  • Financial Advisor At Merrill Lynch, Pierce, Fenner & Smith Inc, 2004-2014
  • Vice President At Citigroup Global (Smith Barney), 1989-2004
  • Financial Advisor At Rotan Mosle, 1989-1990
  • Financial Advisor At Painewebber Incorporated, 1986-1989

Community participation

I volunteer at the Carolyn Glasoe Bailey Art Foundation for raising awareness of the Arts for children.

Interests

I enjoy many activities including:

Traveling

Yoga

Wine Tasting events

My photos

2 albums
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