PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- LaunchPoint Wealth Advisors, Forbes Best-in-State Wealth Management Teams 2025-2026
- Forbes Best-in-State Wealth Advisors, 2026
- Forbes Best-in-State Women Wealth Advisors, 2022-2026
- Forbes Best-in-State Next-Generation Wealth Advisors, 2019,2022-2024
- Ameriprise Circle of Success, 2019-2025
- LaunchPoint Wealth Advisors, Ameriprise Client Experience Award, 2020-2025
- Five Star Wealth Manager, 2013-2025
QUALIFICATIONS
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- CRPC® Chartered Retirement Planning CounselorTM
- APMA® Accredited Portfolio Management AdvisorTM
- CDFA® Certified Divorce Financial Analyst®
- Series 66 Licensed
- Series 7 Licensed
- Group 1 Insurance Licensed
INTERESTS
- I have been happily married to my husband, David, since 2007 and we have two beautiful daughters, Ava and Emma.
- I love to travel - especially to visit David's family in England and Hungary.
- I'm an avid Tonal and Peloton user. If I'm not on the Peloton or the Tonal every day, you can find me taking a walk around White Rock Lake or my neighborhood in Lake Highlands.
- Cooking, reading and spending time with friends/family are my favorite pastimes.
- I love the arts - music, theater, opera, painting, photography, architecture, etc.
COMMUNITY PARTICIPATION
- Fellowship Dallas – Member
- UNT Alumni Association – Member
- Alpha Delta Pi Dallas Alumnae Association – Member
EXPERIENCE
18 years of experience
EDUCATION
The University of North Texas, BBA in Financial Services
LaunchPoint Wealth Advisors
You are not just another face in the crowd.
You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.
I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
