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Specialties
I joined First Command Financial Services in May 2021, and recently earned my Juris Doctorate at Widener University.
I graduated from the University of Alaska with a Bachelor of Arts in International Studies and Texas A&M with an MBA. I work closely with clients to develop personalized financial plans that reflect their values, address their priorities, and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, I am ready to assist clients as they pursue their goals through a lifetime financial journey.
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Always free for clients.
MBA, JD, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →