105 Quail Run Street
Holistic Financial Planner
As founder of my holistic financial planning firm, my mission is to help my clients live their biggest, boldest, best life. 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 plus a 13-year-old chocolate lab named Duke, who serves as my chief encouragement officer.
I love food of all kinds, but my favorites are seafood, Mexican and Italian. Bob and I enjoy eating at Italiani's, Abuelo's, and many local steakhouses. Our guilty pleasure is an occasional DQ Blizzard.
I like to say I run so I can eat more, but I also run to stay strong. I enjoy running with the Running Family and Mid-Cities Running Club. I have completed 47 marathons and 17 ultra-marathons ranging from 50k to 100 miles, plus another 25+ races of shorter distances. My current running goal is to stay strong on the hills!
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.