I attended Texas A&M University, where I earned my Bachelor of Business Administration in Accounting and my Master of Science in Taxation. I am a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ with over ten years of financial service experience.
My background in the tax realm, along with my experience working with both individuals and business owners, gives me a unique perspective in helping my clients develop a plan. It brings me great joy to help people achieve what they want most out of life. The relationships you build along the way only make my job that much sweeter.
My fiancé and I live just north of Dallas, TX, with our husky, Rex. I consider myself a travel enthusiast and have visited 25 countries and counting. I’m also an avid sports fan, having the privilege of sitting on the Induction Committee for the Texas Sports Hall of Fame.
Schedule a call below to see if I could be an excellent fit to help you.
