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.
I began my professional career in the tax realm of public accounting. My background in tax, along with my experience in comprehensive financial planning for both individuals and business owners, gives me a unique perspective in helping my clients develop a plan to meet their goals. Helping my clients achieve what they want most out of life brings me the utmost fulfillment. The relationships you build along the way only make my job that much sweeter.
My fiancé, Ryan, and I live just north of Dallas, TX with our 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 consider myself a travel enthusiast and have visited over 25 countries and counting. I’m also an avid sports fan, having the privilege of sitting on the Induction Committee for the Texas Sports Hall of Fame. Ryan and I try to make at least one away game a year to support our college teams, Texas A&M University and the University of Tennessee.
Please schedule a call below to see if I could be the perfect fit to help you optimize your financial plan. I look forward to speaking with you!
