Born and raised in Richmond, I am a second-generation financial advisor with Edward Jones. I was fortunate to learn at an early age about the value of every dollar and the importance of saving and planning for the future. My passion for education and helping others marry together in my role as a financial advisor. I am known for my ability to simplify clients' financial lives by helping them consolidate their accounts and providing education, so they understand their financial strategy. As a CERTIFIED FINANCIAL PLANNER™ professional, I take a holistic approach to providing financial advice. Using an established process, we will partner together to create a customized strategy for each of your goals while ensuring your investments and insurances stay aligned with your goals and values. We address present and future needs as well as prepare for life's potential bumps along the way. We will regularly review your strategy and consult with your CPA and attorney where necessary to help you achieve your goals.One of the most rewarding aspects of my work is forming deep relationships with my clients and their families allowing me to help plan across generations. My business continues to grow through my clients referring friends, family and business colleagues from across the country. I meet with my clients in person, via phone or Zoom, whichever you may prefer.I believe it is essential to be a lifelong learner. As a graduate of The University of Texas at Austin, I have a bachelor’s degree in finance with a minor in accounting. I have also obtained the CFP®, AAMS™ and CRPS™ certifications.I enjoy spending quality time with my family. My husband, Wes, and I have three wonderful children. I also enjoy volunteering within my community and within my firm. I serve on the School Art Committee at the Houston Livestock Show and Rodeo, and I serve on my region's key leadership team at Edward Jones.My branch team consists of my office administrators, Lisa Carter and Diane Muro. We are all dedicated to providing you with the highest level of service and welcome any feedback.2024 Forbes Top Women Wealth Advisors Best-in-State in TX, published Feb 2024, research by SHOOK® Research LLC, data as of Sept 2023. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.