I began my journey in the financial industry back in 1994, shortly after graduating from Texas Tech University in late 1993 with a degree in Family Financial Planning. My first role was as a Staff Financial Planner with a small boutique financial planning firm in Baton Rouge, LA, where I was fortunate to learn from two incredible mentors who shaped the foundation of my career.
After the birth of my first child, my family and I moved back home to Lubbock in late 1997. There, I managed a local bank’s non-depository investment product program, which gave me valuable experience working with clients in my own community, as well as for larger corporate institutions. Eventually, I was recruited by another local bank before taking the leap to open my own independent office.
The events of 2001—the economic downturn and terrorist attacks—were pivotal for me. They taught me so much about guiding clients through uncertainty, managing not just their wealth but also their emotions and goals. It was during that time that I developed a more proactive approach to asset allocation, which I still use today.
Years later, a trusted colleague and friend introduced me to Merrill Lynch. Joining Merrill was a turning point—it gave me the ability to focus on what I truly love: spending time with my clients and helping them pursue their dreams. That’s what makes me happiest, and it’s why I’m proud to do what I do every day.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
