521 Merchant Drive,
Ever since I can remember, I wanted to grow up to become a businesswoman with a briefcase in hand. During my time in high school and college, I enjoyed algebra—I found it fascinating how you could solve a problem in a variety of ways and arrive at the same answer. In addition to my passion for solution-finding, I take pleasure in organizing, cleaning, and doing yard work. Luckily, my career path has aligned perfectly with my interests. I work hard and enjoy setting goals—often exploring different approaches to achieve them and celebrating achievements along the way.
As an LPL Wealth Strategist, one of the most rewarding aspects of my job is building deep relationships with my clients. I strive to understand them as individuals, embracing their diverse backgrounds, thoughts, beliefs, and motivations.
My mission is to provide comprehensive investment advice that empowers you to make well-informed decisions and pursue your life goals. As your valued partner, I am committed to developing a personalized and meticulous financial plan that prioritizes your interests first. Your goals are at the center of our work as we work toward organizing, safeguarding, and seeking to grow your wealth. I also collaborate closely with attorneys and accountants to offer guidance on estate planning, taxes, and other related matters.
On a personal note, I was born in Nebraska and have lived in California and Virginia before finally settling in Oklahoma in 1991. I find joy in spending time with my family, staying active, traveling, the lake, and music. My husband Brant, who works as a sports medicine device rep, shares my love for the outdoors and enjoys playing the guitar. We have two sons: Cristian and Brantley. Cristian, an alumnus of OU and Sigma Chi fraternity, graduated in May of 2022. He has embarked on a career as a surgical spine sales associate and spends his free time playing the guitar and enjoying activities on the lake. Cristian is happily married to his high school sweetheart, Carli, who works as a NICU nurse. Brantley, our youngest son, turned 7 in February and will be starting coach pitch baseball this fall. He loves drawing and is quite an artist. His interests also include video games, superheroes, Akedos, Pokémon, and swimming. Brantley aspires to become a scientist when he grows up. Last but not least, we have a one-and-a-half-year-old rescue dog named Charlotte Moon. Full of energy and playfulness, her favorite pastime is stealing our socks and shoes. Her lair is under Brantley’s bed, along with the collection of socks and shoes.
I am eager to hear your story and discuss how we can work together on your financial journey.
Cornerstone Wealth Services is a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. For more information about Cornerstone Wealth Services, please visit www.cornerstonewealthservices.com.
We are affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer* that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. To learn more about LPL Financial, please visit www.lpl.com.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.