Finding the right person to listen to your fears, acknowledge your concerns and embrace your hectic lifestyle isn't easy, but having a relationship with an advisor built on trust, sincerity and integrity should be. I work with small businesses, professionals and select families to create a comprehensive analysis of your personalized goals for life planning.

Before joining Merrill Lynch Wealth Management in 2014, I spent over twenty-one years in a family owned business. During those years, I experienced many seasons of life with not one generation but multiple. My background in business management, finance and succession planning gave me an in-depth understanding of the unique challenges clients face. These experiences better equip me to relate to clients’ personal challenges and assist them with articulating, defining and navigating their goals.

As part of a global wealth management firm, I use a goals based approach to address your priorities and create a customized financial strategy to work for you over the long term. Whether we are planning for your future or your grandchildren’s, I will work with you to understand your unique feelings and attitude towards investing while staying focused on what matters most to you.


Personal Profile

My husband, Lance and I moved to Georgetown in 2020 after raising our four children in Pflugerville for over 24 years.  Elizabeth Ann is the mother to our beautiful granddaughter, Isabelle Grace and new grandson, Nolan.   Zachary, returned to Texas after graduating from North Park University in Chicago and partners with our team as an FSA with Merrill Edge. Our Eagle Scout, Jackson and younger brother, Aidan enjoy playing guitar and singing with friends during off times from school.  Our family wouldn't be complete without our fearless bulldogs, Barkley & Woodrow.

Lance and I believe in serving in our communities. I served as a board member for ten years with Pflugerville Pregnancy Resource Center, a past board member of Ronald McDonald House of Temple, a board member with the Williamson Museum, a 2020 graduate of Leadership Georgetown and Ambassador with the Georgetown Chamber of Commerce.  I find my time, treasures, or talents are spent around charities involving children as does my husband.  Lance co-founded the Friends of Weiss non-profit to provide support to students and teachers of Weiss High School. 

We spend our free evenings working in the yard, bike riding or chasing the grands.  Of course fall brings us football to watch on the back porch with family. But when our schedules clear, we enjoy quick weekend trips exploring Texas favorites with friends or an annual trip to the Indy 500!