I feel I have a gift for connecting with people, and it is certainly one that sets me apart as a financial advisor. Since entering the financial industry in 2015, my primary focus has been to help people achieve and maintain financial independence. I collaborate with clients to create holistic strategies designed to meet their financial planning goals, including investments, risk management, and estate planning strategies. I specialize in developing comprehensive retirement income plans with consideration in different areas involving Social Security claiming, income tax planning, portfolio withdrawal strategies, Medicare, long-term care planning, and more.
Born and raised in Scottsdale, AZ, I left my roots to plant new ones in Fort Worth, TX. I attended Texas Christian University and graduated with a bachelor’s degree in finance. Go Frogs! I am a financial advisor holding the Series 6, 7, 63 and 65 securities registrations as well as the Life and Health Insurance License in both Texas and Arizona. I am also Certified in Social Security Claiming Strategies (CSSCS) and maintain the Retirement Income Certified Professional® designation from The American College of Financial Services.
When I’m not servicing my clients, I’m appreciating my time with my husband, Hunter, and our charismatic red heeler, Hondo. I also enjoy being outdoors and staying connected with family and friends both near and far.
I understand that wealth management is personal, and my greatest joy is serving as a guide for some of the most important decisions in people’s lives. If you would like help with your financial goals, please contact me at (817) 870-1130, ext 115, or via email at:firstname.lastname@example.org