I’m a creative problem solver through and through, raised in a family where thinking outside the box was just the way we did things—thanks to my inventive, engineer dad and my musical mom. With a BBA from the University of Texas at Arlington and a collection of licenses (Series 6, 7, 63, and 65, as well as life, health and annuity), I’m a Registered Investment Advisor Representative with LPL Financial.
In my work, I’m all about going beyond the numbers. I love connecting with clients on a deeper level to get a full picture of what matters most to them—their goals, dreams, and what really brings them peace of mind. My approach is personalized and all about providing clarity, so clients can feel confident navigating the twists and turns of their financial journeys.
To me, true wealth management isn’t just about money; it’s about building long-term partnerships rooted in trust, understanding, and solutions that actually work for real life.
When I am not working, you can find me outside landscaping with native plants, growing veggies and herbs, and enjoying the sunshine! I also love cooking with the things I’ve grown, going to the farmer’s market on Saturday mornings, and having friends over to visit and enjoy good food.
One of my other passions is interior design. I love fabrics, paint, texture, and taking old things that others have discarded and making them into something that is loved again. I believe a life well lived is a journey to collect friends, experiences and adventures!