Client Service is my passion. I have over 20 years experience in the financial services industry serving the clients of broker dealers and registered investment advisors. I earned a Certificate in Financial Planning from Southern Methodist University in Dallas, Texas and have a broad understanding of not only dotting the i's and crossing the t's but also how everything works together.
I live in Fort Worth, Texas with my husband of 16 years. I have two married stepsons and a 6-year old grandson who loves his Gigi...especially when she lets him bake cookies.