PROFESSIONAL PROFILE

As a Merrill Lynch Financial Advisor, I help simplify the complexity in my clients' financial lives by providing advice based on time-tested investments and planning principles. At the heart of my philosophy is a passion to build enduring relationships with individuals, families and businesses through my commitment to provide outstanding service. Partnering with a team of specialists, I assist clients in every aspect of their financial lives and am their first point of contact.

I have been in the financial services industry since 1986. My experience includes over 19 years with Fidelity Investments in Texas and New Hampshire, working with individuals and corporations. I served as Director of Client Services for Universal Pensions in Brainerd, MN, and VP of Investor Services and Director of Compliance for Realty Capital Partners, in Colleyville. I am enjoying my third year at Merrill Lynch.

My husband Julian, and kids Ally, Dani, and Ben live in Trophy Club. We enjoy traveling, especially to Asia and Illinois, to visit family and friends. I'm a graduate of Eastern Illinois University and a Board Member of Families for Effective Autism Treatment-North TX. I hold the designation Certified Special Needs Advisor.