Client Focus

After retiring from the corporate side of the financial services industry, I became an independent advisor through LPL Financial to devote my attention to assisting clients with their retirement planning needs. With extensive knowledge in estate planning, taxation and investment management; I partner with mature investors and their families on their journey toward, and through, retirement.

The path that leads to your ideal retirement is unlike anyone else’s. Your challenges, triumphs, goals and needs are uniquely your own. Managing them requires specialized attention from a professional who understands what you are going through - not because they took a class or obtained a certification, but because they’ve stood exactly where you’re standing right now.

I don’t presume to know everything about you, or anything for that matter. But I do know what it takes to retire confidently. I understand where you are, because I’ve been there, too. As a Texan, as a mom, as a wife, and as someone who knows that goals require strategic plans in order to be pursued. So while I can’t promise to know your life story before meeting you, I do promise to take the time to hear it. To design a retirement plan that weaves seamlessly into your narrative - because your story is far from over. In many ways, it’s just getting started.