I serve as an Associate Financial Planner at Beacon Financial Planners, where I support Kris in helping clients achieve their financial goals through thoughtful, personalized planning. I take the time to understand each client’s values, priorities, and long-term objectives so that I can provide Kris with the insights and analysis needed to deliver practical, actionable recommendations aligned with what matters most to them.
With five years of experience in financial planning, I bring both knowledge and care to my work. My earlier background in occupational therapy continues to influence my collaborative style, attention to detail, and problem-solving approach. This foundation allows me to bridge analytical work with genuine care as I work alongside Kris to help clients achieve their financial goals.
As an Associate Financial Planner, I use my Financial Paraplanner Qualified ProfessionalSM (FPQP®) training to support retirement, investment, and tax planning, working alongside Kris to turn complex strategies into meaningful outcomes.
I live in Texas with my husband and three children. Outside of work, I enjoy puzzles, discovering new taco places in our community, and spending quality time with my family.