At Legacy Planning Partners, LLC, I am committed to securing the financial well-being of families and women in all stages of their lives. I believe in fueling change in the way we approach financial services. Together, we can develop a meaningful, value-based approach to achieve your success.
I am one of the founding member of MyWorth Financial and the For Women|By Women initiative. In my time at Legacy Planning Partners, LLC, I have been selected as a member of the 20/20/20 group, I have received the Penn Mutual President’s Scholarship, and in 2015, I was the first women to receive the Penn Mutual Gold Medal.
Areas of focus include: family business planning, estate planning, succession planning, protection, investment strategies, charitable giving, and the accumulation, protection, distribution and transfer of wealth.
My husband, Mark, and I have 3 children, Addison, Barrett and Olivia, whom attend Edmond North High School. Our family stays active in the community while participating in the various extracurricular activities including, FFA, soccer, football and performing in American Quarter Horse Association events.