I’m passionate about building strong relationships with my clients. It is important to me to educate my clients about their retirement benefits so they can make educated, financial decisions. I strive to help each client and/or family create their own unique financial plan and help them work towards overall financial security.
I have spent my career partnering with public sector employees. I know how many public employee pension systems in Texas work, such as TCDRS, TMRS, TRS, and TX ORP. I have specialized over the past years in serving K-12 public school teachers. I understand teacher retirement benefits in Texas and more importantly, I understand the unique challenges that face public school employees.
I earned my BS in Economics from the University of North Texas. GO MEAN GREEN! I have 6+ years of industry experience and have my Series 7, Series 66 with LPL Financial, and TX Life & Health licenses. I currently help coach a youth team and sometimes play with a local water polo club. I live in Fort Worth, TX with my husband and our two sons. We have two dogs named George and Ricky Bobby.