105 Quail Run Street
Holistic Financial Planner
As founder of my holistic financial planning firm, my mission is to help my clients retire securely and stay retired comfortably. I believe time is our most precious resource, and our wealth should enable us to make the most of our time. I work with successful women and couples who are seeking concrete, creative strategies to fuel an extraordinary, fulfilled life. I am passionate about helping them make informed financial decisions and create long-term financial security. I specialize in retirement planning, risk management, portfolio management, socially-responsible investing, tax minimization, college planning, inheritances, legacy planning and comprehensive wealth management and preservation. I believe in the continual pursuit of excellence, as can be seen by my long list of credentials.
Bachelor of Science, Ministry and Leadership, Dallas Christian College
I have been married to Bob for over 30 years. We have three grown children. Our daughter Jordan lives in Dallas and has worked for Citi for over 10 years. Our son Clay works for the City of Bedford and is completing his second Bachelor's degree at UTA, and our son Zach works for Raytheon and is working on his master's degree at UTA. Clay and Zach currently live with us, along with Clay's young Weimeraner, Bogi.
I have enjoyed being a runner for more than a decade, as it's allowed me to get stronger, meet some great people, and enjoy eating well. I have completed 47 marathons and 17 ultra-marathons ranging from 50k to 100 miles, plus another 25+ races of shorter distances. I have slowed down on running races, but as soon as Bogi is old enough to run, he will be my new running partner. Weimeraners are known for distance running, so I'm sure he will outdo me.
My favorite races:
I also love to read. Last year, I read 25 books, and I want to read 50 books this year. In addition to the Bible, my current stack of books in progress includes:
If you have a great book suggestion, please send me an email or message!
Contact me at firstname.lastname@example.org or call me at 817-849-1375 to schedule a time to discuss your personal financial situation and how I can guide you on your best financial path with confidence, clarity and simplicity.