Biography
As a financial advisor with Edward Jones, it is my ultimate goal to help clients feel understood, informed, and empowered. My team and I are proud to offer industry-leading guidance and an alternative to a one-size-fits-all approach.
It is my privilege to help you navigate all of life's up and downs as a resource and counselor. Change can be difficult, but when viewed with the right mindset, it can also be an opportunity. Your financial decisions impact every aspect of your life and need a trusted financial advisor.
Using an established process, I focus on my clients’ unique paths and goals. The process begins with investing time and understanding in my clients through active listening from a position of curiosity. While partnering together, we can customize strategies for multiple goals. Once the strategies are executed, regular contact is key to help ensure that my clients stay on track. A complete strategy includes a partnership with CPAs and attorneys.
Prior to joining Edward Jones, I worked with Habitat for Humanity for 10 years and partnered with over 130 low-income homebuyers. My experience there taught me that a solid financial foundation strengthens families and helps create legacies. Today, my clients come from all walks of life, but share a common need for generous and resourceful financial guidance. My team creates an inclusive environment and always strives to provide an exceptional client experience.
Growing up in an oil and gas family, we relocated extensively. As an adult, I appreciate community connection and currently volunteer with Ecclesia Houston, Houston Livestock Show and Rodeo, West Houston Leadership Institute, Leadership Houston and the Barbara Bush Literacy Council. In my free time, I enjoy ballet, boxing, swimming, traveling, good wine and healthy eating.
Contact my office to discuss your unique situation and options. My Senior Branch Office Administrator, Keith Duval, and I look forward to meeting you!