Planning starts with people, not products.

I believe intentional financial planning isn’t about chasing returns or selling the latest investment — it’s about understanding what your hard work is truly for: the life you want to live, the people you care about most, and the legacy you hope to leave behind.

I am a Financial Advisor based in The Woodlands, Texas, with 13 years of experience in the financial industry and hold the Accredited Asset Management Specialist® (AAMS®) designation. I work with individuals and families to navigate decisions around retirement, wealth preservation, and risk management, providing disciplined guidance throughout the stages of life.

As a native Texan with long-standing ties to Conroe and Willis, I have a deep appreciation for the values and priorities of the families I serve.

My approach is highly personal and collaborative. I work alongside my client’s estate planning attorneys, tax professionals, and other professionals to help ensure their strategy is cohesive, strategic, and aligned with their overall objectives.

Outside of my practice, I enjoy spending time with my husband of 15 years, John David, teaching and playing American Mahjong, and serving within our church community. I’m also passionate about animal welfare and foster animals through Animal Shelter Volunteers of Texas (ASVT), supporting their care and placement in loving homes.