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Certified Financial Planner · Chartered Financial Consultant · Accredited Asset Management Specialist
Virtual
In-Person
Specialties
I have always had a passion for giving back and serving others and cannot imagine doing anything more fulfilling than helping my clients achieve their financial goals.
After an enjoyable 15 year career in the nonprofit arena, I chose to become a financial advisor in 2012 and am grateful to have a career that I love and find joy in what I do everyday. I enjoy helping successful professionals make smart money decisions. I have a well defined process and work with a team of professionals to create a plan for my clients 5 key financial concerns; wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving. I believe it is important to develop a personal relationship with you, built on trust and based on a deep understanding of your goals, needs, wants and wishes. I want to be the person you reach out to across your lifetime and help you traverse all of life's ups and downs. I also enjoy giving back professionally and in my community. I serve the firm in volunteer leadership roles, providing guidance to other financial advisors and helping to insure this firm provides a place of belonging for everyone. I give back to my community through the Capital Area Alzheimer's Chapter, Austin Groups for the Elderly, Down Home Ranch and Central Texas Food Bank. I am originally from Birmingham, Alabama but am proud to have been a Texan since 1985. I come from a family of Edward Jones financial advisors starting with my dad, now retired, three cousins and most recently my sister joined the firm in 2023. I enjoy a good book, traveling and have a daughter who just moved to London, England, which with my love of traveling works out well. I also enjoy refurbishing old furniture and spending time with the worlds best dog, Rosie.
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Always free for clients.
Certified Financial Planner, Chartered Financial Consultant, Accredited Asset Management Specialist
Chartered Designations
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