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Specialties
Guiding Your Retirement with Clarity, Confidence, and Care-------- I grew up in a small town in the Texas Panhandle, where I learned the values of community, integrity, and treating people with genuine care—principles that continue to guide the way I work with clients today.
After earning my BBA in Marketing from West Texas State A&M University, my career took several turns. Some roles felt like they might become lifelong paths, while others pushed me in new directions. Each experience built resilience and helped clarify what truly matters to me: helping people make confident, well-informed financial decisions. My passion for finance began during my time at World Savings Bank, where I discovered a natural ability to explain financial concepts in a way that felt clear and approachable. Although I stepped away from the industry following the 2008–09 market downturn, I returned in 2018 with a renewed commitment to educating and empowering the people I serve. Today, I work primarily with pre-retirees and retirees, guiding them through the full spectrum of retirement planning. This includes Social Security claiming strategies, Medicare decisions, guaranteed income planning, and legacy planning—all delivered in a no-pressure, educational environment where clients feel comfortable asking questions and exploring options at their own pace. I’m dedicated to ongoing learning so I can be a trustworthy resource throughout my clients’ retirement journeys. I don’t pretend to have every answer instantly, but I’m committed to finding the right solutions, supported by a strong and experienced team. If you’re looking for someone who listens, educates, and helps you build a retirement strategy with clarity and confidence, I’d love to have a conversation and see whether we’re a good fit for each other.
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Always free for clients.
RICP, FSCP, CLTC
Chartered Designations
What do these credentials mean?
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Registered Representative offering securities through: NYLIFE Securities LLC (member FINRA/SIPC) 6121 79th Street Unit A Lubbock, TX 79424 806.698.5600 Disclaimer per CMS: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.