2908 Via Esperanza
Edmond, OK 73013
Every client relationship begins with a conversation. I take the time to understand not only my clients’ goals and current situations, but also the values and motivations behind them. Together, we develop tailored strategies, and I provide ongoing communication and adjustments to keep them on track.
I’m proud to serve a diverse range of clients, from young investors to retirees, including many business owners looking to sell or transition. I’m especially passionate about helping multigenerational families manage and pass down their wealth.
I have spent my entire career in the financial services industry, previously working as a wholesaler. I transitioned to my role as a financial advisor because I wanted to work more closely with my community and make a meaningful difference in people’s lives. I am blessed to celebrate the successes of my clients and support them through life’s challenges.
Born and raised in Edmond, Oklahoma, I graduated from Bishop McGuinness Catholic High School and the University of Oklahoma. I volunteer with organizations supporting homeless children and children affected by substance abuse. I’m also involved with the national women’s group PEO, AXO alumni, and my neighborhood committee. In my free time, I enjoy gardening, cooking, jogging, and spending time with my husband and our two dogs.
I help people from all walks of life pursue their financial goals. Financial planning can feel overwhelming, but don’t be reluctant to make an appointment because you feel behind or because you think you should know more about your finances. I am here to help you determine where you stand and how we can get you to where you want to be. Contact my office today to schedule an appointment.