I joined Waddell & Reed as a Financial Advisor over 31 years ago. It was my passion for financial planning that initially attracted me to the company and to the role of Financial Advisor. I believe it is hard work, a servant's heart, and the desire to share my best with others that has allowed me to enjoy such a long career. With a passion to continually grow my knowledge base, I obtained my CERTIFIED FINANCIAL PLANNER™ certification in 1993, and my Chartered Retirement Planning Counselor (CRPC®) designation in 2009. In 2007, in line with my initial vision of a providing outstanding customer service and financial planning to all in need, I expanded the practice. Today we are working together to guide our clients through the many stages of their financial journeys. My greatest joy has been serving our wonderful clients through multiple generations.
The youngest of six children, I was born and educated in CT, and as a young adult, sought new opportunities by heading out West. I figured out where I wanted to spend the rest of my life when I met my remarkable husband Tony as we planted our roots in South Texas. He has been supportive throughout my career by providing constant encouragement and playing a major role in the raising our two awesome sons, Wesley and Daniel. I am also blessed to be the grandmother of two beautiful girls, Bella & Addy, and one adorable grandson, Atticus Finn. In my free time, I love traveling the world, hiking, biking, basketball, swimming and spending time at the beach. I also enjoy hanging out at the “ranch” helping Tony tame our wildflowers. I am an avid supporter of many non-profit organizations and I spend most of my volunteer hours working through North Central Rotary Club of San Antonio, of which I am a member.
- CERTIFIED FINANCIAL PLANNER™ professional, CFP®
- Chartered Retirement Planning Counselor, CRPC®
AREAS OF FOCUS
- Financial Planning
- Education Planning
- Retirement Planning
- Business Planning
- Investment Planning
- Estate Planning
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