Financial planning is a relationship built on trust and integrity and involves a close, ongoing relationship between advisor and client. As a Financial Planner with an independent practice, I work in close consultation with individuals, businesses, and families to help them develop a comprehensive, long-term financial plan that assists them in achieving their goals and objectives.
My planning utilizes a consultative planning process that focuses on all areas of financial planning including investment allocation and wealth management, succession/retirement income planning, tax planning and estate planning, and risk management strategies. My process for business planning constructs a strategy that aligns these planning areas for the business itself as well as the owner’s personal financial plan. Committed to finding customized solutions for each client’s unique situation, I design plans that highlight the interrelated nature of a client’s financial life.
I strive to reduce the complexity of financial planning issues, so clients fully understand all of their options. I provide strategic planning for business owners that is developed as an integrated solution to assist them in reaching intended long-term results. With an extensive background working with executives of large well-known companies, I offer valued assistance with the coordination of executive benefit and corporate retirement plans including stock options, incentive grants, deferred compensation, and thrift and 401(k) savings plans.
University of Oklahoma (1978-1982) BBA with emphasis in Economics
motorcycling on the back of my husband's bike
Affiliations & Memberships
Member of the Institute of Divorce Financial Analysts (IDFA)
Member of the Financial Planning Association (FPA)
Member of the Rogers-Lowell Area Chamber of Commerce
Founder and active committee member of the Rogers-Lowell Area Chamber of Commerce women's group, Hustle in Heels
- Insurance Strategies
- Investment Strategies
- Financial Education
- Retirement Strategies
Check the background of this investment professional on FINRA's BrokerCheckSee Carrie’s Licenses and Disclosures