$5.8+ trn
UBS Group invested assets
As of 03/31/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Financial Advisor
I have been in the financial industry for 29 years serving in various capacities. My passion remains in this industry as I continue to take care of clients until the day I retire. My most important accomplishment is being a mother of two wonderful children, Lacey and Landon. I graduated from college in May 1985 with a BA in Finance from The University of Texas - Arlington. My husband Michael and I live in Conroe Texas. We enjoy cooking, gardening and socializing with family and friends.
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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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