I’ve been serving clients in financial services for over ten years.
I was fortunate enough to have been awarded a full academic scholarship to Texas A&M University in College Station, TX, where I earned my Bachelor of Business Administration in Accounting and my Master of Science in Taxation.
My background in tax, along with my experience in comprehensive financial planning for both individuals and business owners, provides me with a unique perspective in helping my clients develop a plan.
I now specialize in working with clients who have assets in excess of 10M+ who enjoy optimizing what they’ve worked so hard for. Together, we navigate the intricacies and complexities of their plan to identify financial planning opportunities, capitalize on strategic tax decisions, and more. It’s such a privilege helping my clients work through the quantitative and qualitative aspects of their plan to enable them to live a fuller life. The relationships I build along the way only makes my job that much sweeter.
My fiancé, Ryan, and I live just north of Dallas, TX with our two huskies, Rex and Aspen. If you know the personality of a husky, you’ll know there is never a dull moment in our house!
I like to consider myself a travel enthusiast having visited over 25 countries and counting. I’m also an avid sports fan, and I have the privilege of sitting on the Induction Committee for the Texas Sports Hall of Fame.
Please schedule a call below to see if I could be the perfect fit to help you and your family. I look forward to speaking with you!
