I started Beyond Balanced Financial, a firm created to help young professionals and families, because I wanted a safe place for my clients to come and ask questions, learn, collaborate, and build a financial future for themselves and their families. It’s important for me to make financial advice accessible for others who are in the same life stage as myself and when good financial habits matter the most. I focus on helping others become good stewards of their wealth and providing education to improve financial confidence.
Having spent over a decade in the wealth management industry, and experiencing it from a woman’s point of view, it can be intimidating and overwhelming for the average investor who just wants to do well and wants someone looking out for their best interests. I believe that regardless of your income, assets or circumstances, we all deserve a partner in our corner to provide unbiased financial advice.
In addition to having a BBA from Texas A&M University-Corpus Christi, I earned my MBA in finance from The University of Texas at El Paso and hold the designations of CFP®, AAMS®, and CRPC®. You can find me in Midland, Texas where I live with my husband Seth, our twin boys, and our sassy little girl. In my free time, I volunteer through several organizations in my community and I’m currently working on my private pilot’s license. You can find more about me on LinkedIn.