I am a veteran in the industry with more than 40 years of experience, and no intent of retirement! My unique set of skills comes from years of working with families and businesses over market and economic cycles, and by coordinating a more complete financial picture beyond just investments. When looking for advice, this practical wisdom adds value and confidence.
A graduate of Texas Tech University, with a Bachelor of Business Administration in Finance, I also attended the Renaissance Charitable Giving Institute in Carmel, IN to better assist individuals and nonprofit organizations with estate and charitable giving.
I have been married to my husband, Armand, for 32 years. We have two married children, and are soon to be grandparents for the second time!