For over a decade, I’ve helped couples and women in particular take control of their financial futures with clarity and confidence.
I specialize in guiding women 55 and older through key financial decisions, focusing on Social Security, taxes and estate planning. Many of my clients have spent years prioritizing their families, careers, and communities, and when life changes, whether due to the loss of a spouse, divorce, or a career transition, they’re not sure where to start. That’s where I step in. I help simplify complex financial matters so you can focus on what truly matters to you.
If you were to find yourself suddenly single, would your finances be in order? It’s an important question, and I’m here to help you feel confident in your answer.
Beyond my work, I’m dedicated to giving back. As Chair of 100+ Women Who Care Wharton County, I bring women together to support local causes that make a meaningful impact. I’ve also served as president of the Wharton County A&M Club and have volunteered with the Houston Livestock Show and Rodeo for many years and as a 4-H leader. When I’m not working, I enjoy spending time with my husband and our two children at sporting or 4-H events. Those that know me best will tell you that I am a huge fan of Blue Bell Ice Cream (my first job in high school and college), the Houston Livestock Show and Rodeo and Texas A&M University.
Helping women achieve financial freedom isn’t just my job – it’s my passion. No matter where you are in your journey, I’m here to provide guidance, support and encouragement so you can move forward with confidence.
Let’s create a plan that works for you. Schedule a call today.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.