Life has taken me to many places and asked much of me. In return, I’ve always tried to give at least as much back as I have received. I am the mother of two grown boys who have been my inspiration for the previous 25 years. At this point I am just plain lucky! I get to engage in work that I truly love and work on behalf of families who inspire me every day. My best days are spent helping families learn how their money works, how to grow it, how to protect it, and how to position themselves to spend and enjoy more of it so they are happier now. Whether just starting out or are anticipating retirement, we can help you make sense of what you have so you never have to wonder what you can expect. As a retirement income stream specialist, I help clients secure a retirement income they can never outlive while retaining their ability to leave the legacy they want or that their family needs. Finally, clients will also be taught how to preserve their wealth for generations to come.
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I am also a disability counselor through Southern Arkansas University.
- Attended the University of Phoenix for a B.S. in Business Administration (2004-2006)
- Attended the University of Phoenix Graduate School of Business – MBA in Global Management and Communication
- Attended the Seattle Central Community College for a B.A. in English Literature (1992-1993)
- Attended Lawrence Technological University for a B.S. in Architectural Design (1982-1987)
Through involvement with corporate human resource departments.
First and foremost, I am a special needs advocate – Meaning I advocate for individuals with special needs or for families who have special needs children, regarding benefits and coordination while balancing work with life, financial stability, uses of trusts, trust taxation, and able accounts setup, and use and rules of.
One of my biggest partnerships that I have right now is through the Texas Nurse Practioneres Association. Though we are partnered with more organizations, you can find those by clicking here: Our Partners.
I am a financial advisor to individuals, families and business owners.