How do I help clients develop a holistic financial plan?
I find that the best way to develop a plan is to listen deeply, ask careful questions and help to distill what matters most to clients. From there, we can design a plan that captures their passions, aligns with their values and guides them through financial decisions.
How do I spend my time outside of OpenPlan?
I am a life-long learner – I love to read and explore new ways to be creative, whether it be watercolor painting or creating works of art on a digital screen. I live in the Dallas area and enjoy spending time with my husband and teenage daughter – volunteering, doing escape rooms, and being entertained by our three kitties and dog.
- Certified Financial Planner since 2020
- Certified Public Accountant
- Graduate of the Arizona State University (Accounting) and Southern Methodist University (MBA)
- 10+ years of experience in financial services, plus 5 years of experience in financial planning