I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
Currently in my 13th year in the Financial Services Industry, I began my career in January 2005 at Edward Jones. I moved to Western Wealth Management, LPL Financial in September 2016. My licenses include the Series 7, Series 63 held through LPL Financial and the Series 65 held through Western Wealth Management, Life and Long Term Care Insurance and am a Certified Retirement Counselor.
Committed to helping my community prosper, I am active with the Woman’s Club of Fort Worth and have served on the Executive Committee with the Women’s Division of the Grapevine Chamber for the past two years. I have also been involved in Women Influencing Business with the Fort Worth Chamber as well as serving on the Board of Directors of First Command Educational Foundation. Away from the office, I enjoy reading, skiing and wine tasting. My husband and I have been married for 32 years, live in Arlington and have two grown children.
Planning for Retirement
If you’re like most people, securing a comfortable retirement is near the top of your financial priorities. Whether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit without jeopardizing the company’s bottom line, I can help you navigate the complex choices available to you. I offer assistance with a comprehensive array of retirement plans, including IRAs and IRA rollovers, self-directed IRAs and rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension and profit sharing plans.
Retirement Income Planning
Believe it or not, an aspect of retirement planning often overlooked is an understanding of how much annual income likely awaits you at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you pursue your needs and goals – whether you hope to have access to a lifelong income stream, maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough income to last the rest of your life.
Comprehensive Investment Planning
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward pursuing your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth – now and for generations to come.
WESTERN WEALTH ADVISORS
440 Indiana Street | Golden, Colorado 80401
Office: 817.984.3439 | Cell: 817.908.8548