I believe it’s important to invest time in understanding what you are working toward in each stage of your life before you invest your money. I am able to work closely with attorneys of all kinds, CPAs and other professionals. We will determine the most appropriate financial strategy for you and your family.
I have been serving individual investors and businesses for almost five years in the financial industry with Edward Jones. I currently hold the Texas insurance license as well as Series 7 and 66 licenses. I have been helping others with financial goals, budgeting and debt strategies my whole life. Everyone always told me it was strange that I liked paying bills and finding ways to make my money work for me – but that grew into a passion I use in my business today.
My strengths are retirement savings, business retirement plans, wealth strategies, divorce finances, high-income earners and helping new investors become empowered to understand how investing works. I use analogies that people can relate to.
My three kids are the inspiration for a few of the analogies I use in the office. They are very active and we are constantly on the go with softball, baseball, football, basketball, gymnastics, Future Farmers of America and band. We currently reside in Gilmer, Texas. I love my family and I am blessed to be with a company that supports work/family life.