HFS Wealth Management has proudly served individuals, families, and business owners since
1994. We believe successful wealth management requires an intentional yet flexible approach
that can adapt to life’s circumstances and capitalize on opportunities. We guide clients through
financial ...
more
HFS Wealth Management has proudly served individuals, families, and business owners since
1994. We believe successful wealth management requires an intentional yet flexible approach
that can adapt to life’s circumstances and capitalize on opportunities. We guide clients through
financial planning, from concept to implementation, actively managing clients’ plans along the
way. Our personalized approach provides a customized plan tailored to client’s unique financial
situation. This creates a rewarding experience for clients who value exceptional service
delivered with integrity and expertise they can trust.
The most rewarding parts of my work are building lasting relationships and serving as a trusted
partner on my clients’ financial journeys. I’m proud to be part of a team that goes above and
beyond and nothing is more fulfilling than hearing clients share their relief in knowing their
loved ones will be cared for.
My very first roommate was my twin sister; we shared a room from day one until heading off to
college. I began my career with HFS as a college intern before joining full-time after earning my
bachelor’s degree in Personal Financial Planning from Texas Tech. Today, I’m honored to serve
on the Dallas/Fort Worth FPA Board as the NexGen Director, supporting the next generation of
financial planners.
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