Since 1995 she has been practicing as a financial planner and owner Knight Financial Services, providing both fee-based services as well as access to commissioned products and services to individuals and businesses. She has been an affiliated investment advisor representative with Knight Financial Services, registered as an investment advisor with the State of Texas since 1996 and has been a separately registered representative of Royal Alliance Associates, Inc. (a registered broker/dealer, member SIPC) since 1995.
5 years performing accounting and auditing services as a CPA for Coopers & Lybrand, Tandy Corporation and Hartman, Walton, Leito & Bolt, LLP.
Licenses, registrations and designations:
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Series 7 securities
Group 1 insurance
Graduated from Texas Christian University in 1990 with a BBA in Accounting.
Completed the CFP Professional Education Program in 1994 through the College for Financial Planning in Denver, Colorado.
2 children: Will (born 1999) and Macey (born 2002)
Scuba diving and other water sports