Client Service Manager

With more than a decade of experience in the wealth management industry, I bring a broad foundation of knowledge, a deep commitment to excellence, and a genuine desire to serve clients with care, precision, and integrity. I’m known for offering a true concierge-style experience—whether I’m navigating complex financial needs or tending to the finer details, my dedication shines through (alongside an enthusiastic smile!). Helping others achieve their financial goals and live their best lives is both my passion and purpose.

My professional path has been one of steady growth and continual learning. I hold a Bachelor of Arts degree, completed graduate studies in Higher Education Administration, earned my FINRA Series 65 license, and have completed four courses toward the CERTIFIED FINANCIAL PLANNER™ certification. I’m also pursuing a Life Coach certification, which aligns beautifully with my holistic approach to client service and personal development.

Outside of the office, life is wonderfully full. I’m a proud mother of five daughters and a grandmother of three. I love traveling, dancing, and volunteering. My husband, John, and I live in Plano, where I happily co-chair social activities in our lively neighborhood community.