Financial Planning Consultants & Servs
I am dedicated to helping my clients achieve their financial goals. I appreciate the opportunity to make a difference in the life of my clients and their families.
As a financial advisor, I begin each meeting by gaining an understanding of what is important to my clients. Only after I know what is most important to my clients, can I work through my established process to build a personalized strategy designed to help my clients achieve their goals. Once the strategies are in place, I am passionate about partnering with my clients throughout their lives, regularly reviewing their goals and comfort level with risk, in order to make any needed adjustments to help stay on track to achieving their goals.
Originally from Wichita Falls, TX, I moved to Fort Worth in 2008 to attend Texas Christian University, where I graduated with a Bachelor of Science degree in psychology. I live in downtown Fort Worth with my two adorable Maltese dogs, Lily and Kate. When I am not helping people grow and protect their wealth, I enjoy cooking, trivia nights and traveling.
I enjoy the opportunity to partner with individuals and small business owners to create and implement personalized strategies that work toward specific financial goals. Whether it's planning for reti