Insurance Finance & Insurance Financial & Investment Services
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
For you, this means I help you get all your priorities out on the table. We will walk through the Edward Jones established, structured process, resulting in a customized, easily implemented strategy that is tailored to you and your life.
I’ve spent the past 20 years as a trainer, entrepreneur, money coach and now financial advisor - standing to help people to live lives grounded in their unique values and gifts!
With all that in the background, I am uniquely suited to serving entrepreneurs, high-powered professional women, coaches and professional photographers.
When not I'm not working, you might find my spouse and I exploring our neighborhood and bayou trails by bicycle or enjoying our city's diverse local deliciousness. My community involvement also includes serving as an active Volunteer Voter Registrar and member of the Greater Houston LGBT Chamber of Commerce.
I provide full-spectrum financial advising for the Houston community. I use a human-centered, structured process, resulting in a strategy as unique as you are. Proud member of The Caucus & GLBT Chamber of Commerce. Around me, people have ease w/ their finances and their future.