One of my favorite quotes: “Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So, throw off the bowlines. Sail Away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.”

Mark Twain.

My Story:

I began my career in 2005 as a Financial Advisor in Tulsa, OK. During my career span I have served many leadership roles within the firms I have been affiliated with. I also hold an AAMS™ accreditation. I have been married for over 20 years to my husband Robert, we have two loving children- a daughter and a son, Kaelyn and Aiden.

I am blessed to serve on a committee of a local Chapter of Sky High for Kids, an organization whose mission is to bring communities together to provide comfort, fund research and save lives of those fighting pediatric cancer and other life-threatening conditions.

As a Wealth Advisor, it is important to invest my time to understand what your dreams and goals are. We work closely with you, your tax advisors, attorneys, and other professionals, to determine the most appropriate financial strategy for you and your family.

My Why:

I love building relationships with my clients and seeing them succeed. I enjoy flourishing from a business relationship into becoming friends and family with my clients. I also love educating generations of families and leaving a legacy for heirs.

You might bump into me…

• At football/baseball fields and the basketball court- my son has a love of sports. 
• Volleyball courts- my daughter has the love for volleyball
• New Trendy Restaurants- I love Social Eatery’s
• Airports- we love to travel