Financial & Investment Services
We build our business by treating clients with genuine concern for their financial
objectives. Life can be complicated. Do you have a process for creating and reaching
your goals? How do you prioritize them? What strategies have you created that are
specific to your family or business? Relationships are key, and in our view, meeting
face-to-face builds strong relationships. Our office is focused on serving clients with
complex financial needs.
As your Edward Jones branch team, we believe it's important to invest our time in
understanding what you're working toward before you invest your money. Working
closely with you and your CPA, attorney and other professionals, I can help
determine the most appropriate financial strategy for you and your family and/or
business. I can also help with your retirement savings, so you have more options
when you retire, regardless of what you decide to do. I pride myself on working with
many different individuals in very different circumstances. Nothing gives me more joy
than seeing my clients achieve their financial goals and dreams and knowing I was a
part of it.
I enjoy working with clients who are:
- High net worth individuals
- People in transition due to death, divorce, job loss, etc.
- Those with unexpected wealth
- Business owners
- Individuals who have complex wealth management needs and/or $250,000+ in
investable assets
When I'm not helping my clients reach their financial goals, you can find me spending
time with my husband, Alec; son, Dax; and daughter, Saige; or serving our community
through various organizations.
Originally from Elgin, Texas, I moved to League City, Texas, in 2014. I attended Texas
Tech University and graduated with a BA in political science and communication
studies. I earned my MBA from Texas Tech in 2014. During my tenure with Edward
Jones, I have earned the CFP® certification and AAMS™, CRPS™ and CRPC™
designations.
I am here to provide you with the answers to your questions, so you can make
informed, financially sound decisions. Together, we can build and protect a future for
your family while embracing whatever the next chapter of your life may bring. Please
contact our office today to set up a complimentary consultation

Mercury