I’ve spent more than a decade in financial services, and my work is driven by one central belief: you deserve a trusted partner who truly knows you, not just your account balance. I keep my practice intentionally small so I can build close, long-term relationships with each woman and family I serve. That depth of connection allows me to be proactive, often reaching out to start conversations before challenges surface, especially when markets, laws, or life circumstances change.
As a wealth advisor, I help clients design and manage investment portfolios that align with what matters most to them—whether that’s retiring confidently, funding a child’s or grandchild’s education, creating a comprehensive financial plan, or pursuing other personal goals. My role is to provide clear guidance, thoughtful strategies, and ongoing accountability so you can make steady, meaningful active progress.
I have a particular heart for women who find themselves suddenly responsible for financial decisions after the loss of a spouse. In those moments, money decisions can feel overwhelming. I walk alongside my clients with education, structure, and support so they can rebuild with clarity and confidence, at a pace that honors both their financial and emotional needs.
My clients know that I am accessible and responsive. When questions come up—big or small—I want you to feel comfortable picking up the phone. I prioritize returning calls within a few hours because timely answers and a sense of steady support are essential to a strong advisory relationship.
I hold FINRA Series 6, 7, 63, and 65 licenses through LPL Financial. I also earned BA & MA degrees through DWU. Outside of my practice, I’m passionate about health, fitness, and active generous stewardship. I am involved in my community through my church, Acts2 Edmond, and support many non-profit organizations including in Oklahoma CASA, Collective for Children, Invest in Girls, Music Outreach Foundation and the YWCA. Out of state, I also support the Flora May Foundation, Arts For All, and Ruby’s Rainbow – all amazing organizations that support wonderful causes.
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