Financial Advisor
.Higher Education Planning
Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
I became a Thrivent Financial Advisor in 2017 because of my desire to help clients make the most of all they have without feeling intimidated or overwhelmed. My goal is to make planning feel clear, approachable, and actionable so you can feel more confident about the future.
After graduating from A&M Corpus Christi with a bachelor's degree in finance in 2017, I also went on to obtain an MBA with a concentration in finance. I also hold the Certified Financial Planner® designation - which means you would be partnering with someone who has completed extensive education, gained real‑world experience, and is committed to high ethical standards—so you receive thoughtful, comprehensive guidance built around what matters most to you.
I married my husband, Sam, in 2023 and we welcomed our son, Wyatt, in 2025. We have two rescue dogs, Bonnie & Clyde. When not working, I enjoy family time watching Astros and Texans games, gardening, reading and road trips for experiences with my family.
- Masters of Business Administration/Management, Texas A&M University – Corpus Christi
- Bachelors of Finance, Texas A&M University – Corpus Christi
- Associates of Business Administration/Management, Del Mar College
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Texas
Insights
What is your biggest financial question right now?
Retirement income? Social Security? Paying off debt? Investing for the future?
As a Financial Advisor who holds the CFP®️ certification, I enjoy helping individuals and families navigate important financial decisions.
If you'd like to discuss your specific situation, feel free to reach out.
See thrivent.com/social for disclosures.
Office location
Victoria Location
1501 E Mockingbird Ln Suite 272
Victoria, TX 77904
Phone361-223-7883HoursVictoria, TX 77904
Monday - Thursday: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.