Business owners, high net worth families, independent professionals, and top tier executives rely on me to help them take positive financial action in their lives. By partnering with them, we create a Plan to manage and mitigate risks and provide greater opportunities for financial freedom and overall confidence. My philosophy is to work with diligence and integrity every day to offer exceptional counselling, creative and customized strategies and solutions for what matters most to clients.
Personal Planning
I work to take the complexity out of the current financial marketplace into a simplified and balanced approach using clients’ comprehensive financial plan. My process starts with setting your financial goals and prioritizing them. Together, we set up safeguards for the assets and life that you already have as a foundation to build the life that you desire. We then find balance between short-term and long-term objectives and set up tactics to work towards your goals.
Business Strategies
Many business owners have 80-90% of their financial wealth locked in their businesses. The significance of a business asset transition goes beyond the business owner to all stakeholders. I am committed to my business clients’ success by collaborating on their business financial strategy to transform their business and lifetime of hard work into a financial legacy for themselves and generations to come. I utilize the Exit Planning Institute’s Value Acceleration Methodology for the process and deliverables for exit and transitions strategies that serve to align business owners’ business, personal and financial goals.
About Me
I received the Certified Exit Planning Advisor designation from the Exit Planning Institute and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. I am a proud graduate of the University of North Texas where I earned Lifetime Member ship in Beta Gamma Sigma, an International Business Honor Society.
I am a seven times recipient of The Texas Monthly Magazine Five Star Wealth Manager Award..
I reside in Dallas, and enjoy reading, cycling, hiking with my husband, Don, and spending time with my family!