Our Team

Biography Overview.

I'm a lifelong East Texas resident and proud Texan who truly loves what I do. Helping individuals feel confident in building a strong financial plan - without feeling confused or overwhelmed - is an absolute privilege. My goal is to make the process clear, approachable, and simple so clients can make decisions with confidence.

One thing that sets me apart is my belief that everyone deserves access to financial guidance, which is why I don't require a minimum investment amount. Whether someone is just getting started or managing more complex assets, I'm passionate about helping all investors take the next step toward their goals.

I have a particular passion for working with fellow women investors, guiding them through their options and helping them feel comfortable and informed every step of the way. I also specialize in all aspects of retirement planning, including supporting business owners across East Texas with 401(k) employer-sponsored plans. It's incredibly rewarding to help employers support their employees in building a financially secure future.

Outside of work, you'll usually find me spending time with my husband, Wes, and our two grown sons, Cullen and Coben, wrangling our pack of fun-loving beagles, cheering on the Arkansas Razorbacks (WPS!), or hunting for the perfect antique find.