In 2015, I joined Edward Jones, where my concentration is solely on helping my clients reach their financial goals. We partner together to focus on what is most important to them! Everyone defines financial success or freedom differently. My goal is to help you manage, organize, grow, protect and ultimately spend and transfer your hard-earned wealth in the most tax efficient way in consultation with your CPA and estate planning attorney. Ideally, we will do this as simply as possible, while using the highest quality of solutions.

The journey to Edward Jones prepared me for providing the very best service and advice to my clients (whether businesses, families or individuals). Born and raised in South Africa, I graduated from the University of Cape Town with a Bachelor of Business Science. My education continued with a postgraduate diploma in accounting and qualification as a chartered accountant (South Africa). In 1998, after relocating to Texas (Dallas specifically) and becoming a U.S. citizen, I continued to work in public accounting (audit and consulting). Thereafter, for over 10 years, I helped various Dallas-based businesses manage, grow and invest their capital by serving as their CFO.

While I loved serving Dallas based companies in CFO and director of operations positions, I left to pursue my dream of helping people secure financial freedom. My experience helped me appreciate the conflicting pressures that business owners and executives juggle. Their group retirement plan and/or personal finances are often neglected; this is where I step in to help optimize one or both! Business retirement plans, such as 401(k)s, have become more complex with a myriad of options that we navigate together for the best outcomes for employers and employees.

For me, financial freedom means providing a future for my daughters, Kristin and Samantha, that builds on the incredible foundation that my parents afforded for me and my sister that they were never in position to enjoy. I look forward to assisting others in doing the same.

Ours is not a one-size-fits-all model. All aspects of our business are aligned to help us better understand and meet your unique needs. The firm has thousands of people and advanced technology supporting all of its offices.

At Edward Jones we focus on the serious, long-term investor – you!