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Specialties
My career as a financial advisor began in 2003 with VALIC, and in 2008, I chose to become an independent financial advisor/planner.
By making this move, I have been able to better serve my clients and offer a broad, comprehensive range of services and products. In 2013, I began contracting with Cambridge Investment Research, an asset management firm that allows me even greater flexibility and access to financial products that meet my clients’ needs as an individual investor. Although I am an independent advisor, helping educators at the school district and college levels has always been a special niche for me to serve. Their trust in my ability by referring family members, friends and colleagues to me is especially rewarding. I earned my business degree from University of Houston Downtown in 2006, and later earned the designations as a ChFC® (Chartered Financial Consultant®) and RICP® (Retirement Income Certified Professional®). These designations have provided me with extensive knowledge of tax, trust, and product issues. I am licensed to provide any financial service in the states of Texas, Florida, and Washington. Born and raised in Lake Charles, Louisiana, I have lived in the Houston area since 1981. Together with my husband of over 40 years, I have two grown children and three young granddaughters. In my free time, I enjoy supporting several animal rescue organizations, gardening, attending theater productions, and traveling both in the United States and abroad. My one big addiction is puzzles of all types from jigsaw to crosswords.
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Always free for clients.
RICP, ChFC
Chartered Designations
What do these credentials mean?
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I am a financial advisor/planner with Synergy Wealth Management, a registered representative. Securities offered through Cambridge Investment Research, Inc. a broker dealter, member FINRA/SIPC. Investment advisor representative of Cambridge Investment Research, Advisors, Inc.., a registered investment advisor. Cambridge and Synergy Wealth Management are not affiliated.