Financial Representative

I know how to help educators because I was one!

As a Financial Representative, it’s my job to help people reach their retirement goals as well as plan for the unexpected. I am a Retirement Specialist and a Life Insurance Specialist. I’ve been helping people navigate life transitions by delivering financial guidance and advice for 6 years and have loved every minute of it! Helping others is truly a passion for me. I have a Bachelor’s degree in Education and a Master’s degree in Educational Administration. I have 16 years in the education field. I have held many positions in education such as: GT Teacher, Team Lead, Department Head, Curriculum & Instruction Director, and Assistant Principal. These are the experiences which have led me to where I am today.

I look forward to helping YOU!

State License Numbers
Texas #2108199

Products & Services Offered
403(b) Retirement Plans
IRA Retirement Plans
Retirement Planning
Teacher Pension Reviews
Life Insurance w/Living Benefits
Long Term Care (LTC)
College Savings Plans

403(b)/457(b) Certified
Living Benefits





9am – 5pm