Qualifications
I earned a Bachelor of Arts degree in economics at Duke University, and began working in the financial services industry in 1983 with EF Hutton in New York. In 1985, I moved to Dallas and joined Merrill Lynch, where I managed over $125 million in client assets. After 25 years in the financial industry, I decided to join RBC Wealth Management and concentrate on businesses, retirement planning, insurance solutions, social security and estate planning strategies.
Personal
I live with Gene, my husband, of 21 years in Plano, Texas. We love visiting our son Travis, at Virginia Military Institute and we enjoy going to the football games in Lexington, Virginia. I am a Junior League of Dallas sustainer, a member of Genesis Women Shelter, a member of the DAR, Women's Council of the Dallas Arboretum and foster mom for Operation Kindness, a no-kill animal shelter. I enjoy traveling, cooking, gardening, painting, and attending St. Andrews Methodist Church with my family.
