Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I received a B.S. Degree in Polymer Science from the University of Southern Mississippi in 1996 and an M.B.A from Auburn University in 2000. I am currently a Certified Financial Coach with Financial Wellness Coaching and a Ramsey Preferred Coach through the Dave Ramsey organization. I am also a Financial Peace University Coordinator at Community Bible Church. In my personal time, I enjoy spending time boating, kayaking, swimming, and fishing with my family at Lake LBJ. We are active members of our church, Community Bible Church. My daughters are competitive swimmers, so we spend a lot of time at swim meets. We also enjoying camping, biking, family game nights and movie nights. I am the Social Chair for my community and enjoy bringing people together to have a good time! I'm an active volunteer at my daughters' school, Great Hearts Northern Oaks. Life is busy but fun!
University of Southern Mississippi (1992-1996)
Auburn University (1996-2000)
Spending time with my family
Affiliations & Memberships
Stone Oak Ladies Business Association
Stone Oak Business Association
Community Bible Church
Children's Hunger Fund
Bulverde Animal Shelter
10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157