Meet the Team

I began working as a financial advisor in 1997 at a Fortune 500 Company for several years, I soon realized the only way I could be an objective, trusted advisor without the typical conflicts of interest was to become independent.

I started in the business over 20 years ago. I grew up with an Ibbotson chart taped to my wall and was fascinated by the power of compound interest. I earned my degree in Economics, started working in the industry, and the rest is history.

From the time my dad and I purchased our first stock when I was a teenager, I’ve been interested in markets, analysis, and finance. That interest in numbers first led me into engineering before diving into a career as an advisor.

After studying Communications at Baylor University, I began my professional career working in the back office for a trust company that served as custodian for IRA accounts. Our company...

MY BACKGROUND AND WHAT BROUGHT ME HERE…I am originally from Waxahachie, Tx, but moved with my family to Montana during middle school, where I remained throughout most of my life. After my son graduated high school, my husband and...

MY BACKGROUND AND WHAT BROUGHT ME HERE… I am a finance major who attended the University of Arizona, where I built a strong foundation in financial principles and client relationship management. My career began at Charles Schwab in...