I want to understand what is important to my clients, and I partner with them to build personalized strategies that help them reach their goals and stay on track.
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I have been in the financial industry for over 20 years. I am different than most Financial Advisors because I really want to understand what dreams and goals are important to you. Then I will partner with you to help you not only achieve those goals but to protect them. I focus on small businesses and families with their investment strategy, cash flow needs, emergency savings, college savings, retirement, Life Insurance, and Long Term Care. I have been married to Jason for 18 years. We met at UTA where I played basketball for the University. He is a Pastor at North Park and we have 4 children. Outside of our volunteer work we love spending time with our family and friends.