I describe myself as a passionate, caring and ambitious person who loves the adventures of life. I'm always looking to empower and lift others whether it's through advice, support, mentoring, or just listening. Some outside interests I enjoy include: traveling, golf, great food, great friendships, and exploring the beautiful outdoors. Professionally, along with a team of specialists, I provide goals-based wealth management to families, accomplished professionals, and successful business owners. I am very passionate about cultivating long-lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing and money management. I formally began my career in wealth management in 2007, but my first introduction to finance came from growing up in West Texas next door to a first-generation grandmother who bought and sold livestock for a living. This was an invaluable experience for me, teaching me at a very early age the fundamentals of a market exchange and the value of always planning for both the expected and the unexpected. My greatest professional satisfaction comes from knowing that what I do makes a difference and that I have been instrumental in improving my client's experiences. I WOULD LOVE TO CONNECT IF: You are looking to work with a dynamic advisor You would benefit from simplifying your financial life You are in transition You would like to be connected to someone in my network You have a passion for great food and travel 