Private Wealth Advisor
Early in my career, I continued to come across women in need of more guidance around their financial and life objectives, particularly women of divorce and women who are widowed. Ever since, I have committed myself to providing the wealth guidance and expertise I would want for myself if I weren’t in this business.
I live in Austin with my husband Blake and identical twin boys, where we combine farm life with an urban vibe. Sometimes I grab fresh eggs from our chickens in the morning before slipping on heels for an afternoon meeting or event. Traveling and exploring the world also puts a smile on my face — a five-day trek in Nepal was incredibly rewarding.
I am a Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER® professional.
Areas of expertise
Financial Transitions for Women
Being a CDFA, I work to fully analyze the implications of life changes to ensure a strong, stable economic future. I work tirelessly to help clients avoid long-term regret over financial decisions made during a divorce process.
Estate Distributions for Widows
I have long helped widows identify appropriate and efficient ways of distributing estates — including situations where the widow did not have or doesn’t want a relationship with the current advisor.
Being able to work with an individual to identify early on decision during an inheritance process can greatly reduce confusion or unforeseen financial outcomes.
Questions I often hear:
I don’t want to bother my advisor. If we work together what items can I contact you about?
All kinds of life events and changes can affect your short- and long-term financial security and opportunities. From marriages and births, buying and selling rental properties, receiving an inheritance, and charitable giving to changing jobs or forming a trust. Don’t ever hold back from calling; it’s absolutely never a bother.
How do I know this marital settlement is right for me?
During the transition, I provide illustrations of how the short-term act of signing the settlement will impact your long-term financial objectives.
Who will help me get my assets post divorce?
My role continues beyond the finalization of the divorce. A big part of my role is relentless and vigilant until your assets are gathered and turned over per the agreement.
As the executor of the estate, what should I do first if I don’t even know where the accounts are?
I’ll ask you to send me any mailed statements. Also, we’ll reach out together to the attorney to request any trust documents along with potential knowledge of assets.
Do I fit your typical client profile?
Sharing information with an advisor is a lot like the relationship between a patient and doctor. I want my clients to feel comfortable. Universal traits among my clients include the lack of time and experience to really know how short-term decisions are going to affect them long-term.