Brings a multidisciplinary perspective to The Capital Chart Room LTD® team with her JD degree and prior experience working for an estate planning law firm.
Assists in the execution of the firm’s trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
Helps our clients accomplish their unique personal portfolio investment objectives through the firm’s integrated investment planning process.
Assists in the planning process through preparation of the Family Desk Reference®.
Graduate of Texas Tech University School of Law with a Doctor of Jurisprudence. Graduate of Texas Tech University with a Master of Science in Personal Financial Planning. Graduate of West Texas A&M University with a Bachelor of Business.
Certified Financial Planner™
Member of the Fort Worth Business & Estate, Tax and Estate Planning, and Women Attorneys Sections of the Tarrant County Bar Association.