Board Member
Coming from a background of humble beginnings, I know how important it is to strive for financial freedom and value time to improve my family’s quality of life. I joined Edward Jones because of its resources and its core values that helps me be successful in my career. It also allows me to have a true balance in serving my clients and fulfill my responsibility as a wife, a mother to three energetic boys and our maltipoo.
As a financial advisor, I serve select individuals, families and business owners who needs professional help to make sure their investments are taken care of and well managed because they have other important things to do and focus on. This helps simplify and enhance their quality of life.
I have a Bachelor’s degree in Mass Communications. I serve as a board member at Mary Immaculate Catholic School and PACCTX Chamber. I’ve been in the financial services industry for over 12 years and hold the following security registrations and licenses from the College for Financial Planning.
- General Securities Representative (Series 7)
- State Registered Agent (Series 63)
- Uniform Investment Adviser Law Examination (Series 65)
- Life and Health
- Accredited Asset Management Specialist™ (AAMS®)*
- Chartered Retirement Planning Counselor (CRPC®)
I do continuing education to make sure I am constantly learning new skills and stay current on latest developments in our industry.
We offer custom solutions to help meet the needs of every stage of your life. Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of your loved ones, we can work together to develop specific strategies to help you achieve your goals and to help you save, grow and protect your finances.
My purpose is to make a meaningful difference in the lives of others. Clients are always on my mind and in my heart. As such, I strive to think like them, not just about them. I welcome the opportunity to get to know you, your investments and current portfolio.
