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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, CPSU, San Luis Obispo
  • Master of Science, Oklahoma State University, Stillwater

Professional associations

  • National Association of Insurance & Financial Advisors
  • Greater Enid Chamber of Commerce

Community participation

  • Northwest District Junior Livestock Show, volunteer, Enid, OK
  • Oklahoma State University Alumni Association-Cherokee Strip Chapter, board member, Northwest, OK
  • Drummond Public School, board member
  • Drummond FFA Honorary Chapter Farmer Degree 2020-2021

Interests

  • Spending weekends with my family- going to softball games and enjoying livestock shows
  • Supporting the Enid community, most recently participating "Cash Mob" which involves supporting our local businesses (restaurants and retail).
  • Serving on the advisory board for the Northwest District Junior Livestock Show and supporting 4-H & FFA members.
  • I am avid Oklahoma State sports fan, Go Cowboys!!