CEO & Financial Advisor
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, 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.