I help energy and petrochemical professionals turn a lifetime of savings into retirement income they can rely on.
I’ve guided energy and petrochemical professionals since 1997, helping them navigate market cycles — from the dot-com bubble and 2008 crisis to energy downturns and COVID.
Retirement raises a key question: how do you turn a lifetime of savings into income you can rely on? I help families create sustainable, two-person income streams that support the life they’ve built.
After starting my career in Norman, Oklahoma, and gaining experience in Houston’s energy corridor, I planted roots along the Gulf Coast. The people I serve are neighbors, friends, and families whose careers demand resilience and focus.
My path was shaped early. Losing my father at 49, I watched my mother raise six children while managing financial challenges. That gave me lived empathy and deep respect for guiding families through transitions.
I’m not a sales rep, back-office advisor, or lender. I am a retirement income strategist who listens first, then builds strategies that fit your life, not just the markets.
I’ve walked this road. I can walk it with you.
My husband Ed and I live along the Gulf Coast in southern Louisiana. We value family and friends, enjoy cooking together, and treasure opportunities to travel — exploring the world and reconnecting with the history that shapes our own family stories.
If retirement is on your horizon — or already here — I welcome the conversation.