As a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional, I empower women to take control of their finances – especially during life’s big transitions. I serve as a strategic advisor and sounding board to my clients in all aspects of their financial wellness, whether that means developing a retirement plan, advising on advantageous timing of Social Security withdrawals, considering thi
s year’s tax consequences, establishing an optimal cash flow or supporting them through unexpected financial situations. My goal is to make the financial world straightforward- so that my clients feel confident in the road map we build together and have more time to focus on the important things in their lives. And I am dedicated to supporting women through these transitions to help them set themselves up for financial independence. I am a Financial Advisor with Winstone Wealth Partners and registered through the RJFS. I earned my Finance degree from the University of Georgia and later, a dual Masters in Business Administration and Masters in Science in Hospitality from the University of Houston. I also hold the AAMS (Accredited Asset Management Specialist) designation from the College of Financial Planning, the series 7 and 66 licenses, and am a CERTIFIED FINANCIAL PLANNER® professional (CFP®). I am originally from Beaumont, Texas now living in Houston. A devout Bulldog, every fall you can find me in Athens, Georgia in the stands of UGA football games. I also love traveling with friends and spending time with my cat, Pippa, and dog, Mamba.
