WomenShares™

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Content Creator Mother Public speaker financial strategist

Content Creator Mother Public speaker financial strategistContent Creator Mother Public speaker financial strategistContent Creator Mother Public speaker financial strategist


 

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About

My value

  • Twenty-four years of experience helping clients, personal friends, and financial advisors prepare and plan for themselves and their families.
  • I am a Mother of two beautiful young children.
  • Over three years direct experience in the Texas family court system, direct working relations with domestic violence advocacy programs and law-enforcement agencies.
  • I served as a USMC Military Spouse for 8 years.                              
  • Extensive tenure as a specialist in complex estate-planning, tax strategy, insurance and investment design, business development, and many other areas of the financial industry.
  • Expert in collaborating with family-law & estate planning attorney's, CPAs, and other credentialed specialists. 
  • Elevated and customized solutions for you and/or your business.


Comprehensive Approach

  • Your story- personal or professional- is unique. 
  • Unbiased perspective, specific feedback, tailored solutions and/or strategy. 
  • I do not provide specific legal advice, perform tax preparation, or specific investment recommendations.  However, I do provide sources for such specific services.
  • In working together, I may provide specialized-educational resources, digital solutions, and collaboration with other industry-specific professionals.
  • Saving you time and money via advanced planning strategies, prior to your meetings with an attorney, CPA, or other specialist.


Committed to Service

  • I provide expert support to assist my clients in redefining their goals, building resilience, and creating actionable strategies for growth.
  • Though I am based in Texas, I work with women all over the US.
  • Your Privacy is protected.   WomenShares™ holds both professional liability insurance, and cyber-security insurance protection.
  • Your choice of virtual- video conference or teleconference for our meetings.  Local clients can elect an in-person meeting option.



Welcome

Empowering women to achieve financial strength and personal growth through expert financial strategies, authentic content, and inspirational speaking—guided by the values of motherhood, creativity, and leadership.

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About me

Where it began

 I moved to Texas in 2017 with my former spouse, who was newly retired from the military, and would transition to a civilian career.  Our move to Texas was moving us back to his home state.   In 2020, shortly after giving birth to our second child, I found myself on the brink of what would be a horrific divorce, and challenge of my self-worth.  I was faced with the only route to protect my mental and physical health.  In addition, only two months into the divorce proceedings, due to the economic impact of Covid, my employer announced the liquidation of my division in corporate.  I was offered and accepted a four-month severance pay.  Simultaneously, I was in the middle of planning my physical move out of what I'd once dreamt would be the "family home."  I secured an apartment, for myself and my small children, that I could afford.  I would go forward having to pay for five court-orders to enforce justice and financial protection.  I also had to find new employment...and swiftly.  I invested 10 months into a divorce in the Texas family court.  I spent countless hours and thousands of dollars (some from credit cards, savings, etc.)  I lost sleep, weight, and quickly learned who I could identify as "true friends".  Through my faith, I found strength, resilience, and patience.  Ultimately, I would also find the meaning of true love.  I've since rebuilt my life, from the inside-out.  I've reclaimed my financial strength, my personal peace, my happiness, and much more.  My journey is meant to inspire, encourage, and educate other women who are seeking financial freedom or aspiring to become an entrepreneur.   My extensive time in the financial industry, top-tier resources, and inspirational leaders have blessed me with priceless knowledge.  I want to share these treasures with you.  I want to empower you- YOU GOT THIS!  My strategies, expertise, and guidance save my clients money, time, and support their emotional and financial healing.  You will know what specific questions to ask during attorney consults, what data to provide a CPA, how to interview a financial planner, who to seek if you are being abused mentally or physically in your home or workplace, and much more. Questions you cannot ask your closest friends, your neighbors, your co-workers...you can ask me.  

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Credentials

SEC Licensed

Industry Experience

Insurance Licensed

I am FINRA licensed- holding SEC (securities exchange commission) licenses:

S7, S63, and S66.

Insurance Licensed

Industry Experience

Insurance Licensed

Agent licenses include:

 Life-Health, Variable, and Annuity 

Resident state- Texas


 I do not advise or speak to any property/casualty insurance.


Industry Experience

Industry Experience

Former military spouse

  • 24 years Financial Industry experience
  • Specialty advisory, consulting, client-facing, and public speaking roles. 
  • A list of companies with whom I've represented, consulted, or have serviced are listed within the "Experience" tab on this website. 

Former military spouse

Former military spouse

Former military spouse

  • Educated in the DOD (Department of Defense) areas regarding insurance and estate planning for service members and their families.
  • Knowledgeable in the spousal benefits (due to retirement, divorce, and or death) of their service-family member/spouse.

Mother

Former military spouse

Nationally connected

I am a Mother to two beautiful, healthy, and happy children.  My oldest, a daughter and my youngest, a son.  I am familiar with the emotional, and financial commitment of fertility treatments to become a parent.  Children are truly miracles.

Nationally connected

Former military spouse

Nationally connected

I am well connected with specialists in the following:

  • Family financial planning
  • Divorce planning-litigation
  • Business planning
  • Tax strategy 
  • National notary services
  • Real estate
  • Oil, gas & mineral rights
  • Niche products for HNW & UHNW clients 

(HNW=high networth) and UHNW (ultra-high networth) clients

Community Service

Community Service

Community Service

  • Member-Southlake Woman's Club
  • Member-Southlake Chamber of Commerce
  • Member-Southlake Executive Women
  • Parrish member- Compass Church- Roanoke and Colleyville, Texas
  • Advocate for the prevention and justice in domestic violence crimes


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