About Me

My experiences growing up as the middle child of an immigrant household of nine in rural Arkansas is similar to the stories I hear from others I've encounter over the years. Underlying all our stories are parents who instilled in us the lessons of hard work and the importance of being kind and decent. Growing up there wasn't anyone around who could teach me about money, investing, and financial planning. When I started to earn my own money, I grew frustrated in my own research because there were insufficient resources to help me understand how to invest as woman working to build first generational wealth. This left a deep impact on me. 

For more than a decade, I've been building a wealth management practice for women of all backgrounds, professions and experiences. What excites me is the opportunity to empower women to control their own financial destinies.  I get invigorated being in a room full of female investors, engaging in dialogue around money, careers and wealth--conversations we've been wanting, needing to have. By coming together and sharing our stories, we can make money conversations commonplace and comfortable.  I aspire to build a community of investors who will forever change the investment and wealth management landscape for all who come after.  

About My Practice

My practice focuses on high- and ultra-high networth individuals and families.  I take a goals-based approach to financial planning and investment management.  MoneyGuidePro is the planning tool I utilize which offers dynamic planning sessions when collaborating electronically.  As needed, in planning conversations with clients, I will engage specialists in the areas of family wealth planning, private equity, EGS & SRI investing, risk management, philanthropy and trust services.  Most importantly, I do what is best for my clients.  I own the effort needed to ensure my clients understand the nuances of a particular strategy so they can make informed decisions.  I conduct periodic reviews to understand my clients' ever evolving needs and to help them feel connected to their investment strategy.