As a paraplanner here at Stonewater Financial, I serve as your primary point of contact during the financial planning process. When I’m not assisting clients, I’m hard at work delivering annual financial plans, gathering data and running reports.
In my role here, I enjoy creating and providing a financial plan that grows alongside our clients. This gives me the opportunity to work one-on-one with them to develop positive habits that benefit their long-term goals, such as retirement.
I know the finance industry is an intimidating place, and that’s why I take the time to help our clients understand their options and feel confident in their decisions.
While I was born and raised in Dallas, I currently live in Carrolton, Texas with my husband, Brett. I’m a huge dog lover and spend as much time outside as I can. When I’m not traveling or spending time with loved ones, you might find me perusing a local thrift shop or hunting for new houseplants. As avid animal lovers, my husband and I are also involved with several organizations including the World Wildlife Foundation and Operation Kindness.