Regional Vice President
124 NW 10th Street, Oklahoma City, OK, 73103
I believe every connection is an opportunity, to serve with integrity and help families move confidently toward their financial goals.
I serve as a Regional Vice President at Mercer Advisors, bringing over 18 years of experience in banking and wealth management. In my role, I support Advisors by driving growth, strengthening relationships, and expanding our presence across the Oklahoma City metro.
Prior to Mercer Advisors, I worked with The Johnson Group at Morgan Stanley and held roles at Bank of America and First Liberty Bank, including Treasury Analyst and Vice President of Treasury Management. I also served as a Private Bank Advisory Associate at Morgan Stanley.
I began my studies at Oklahoma City University as a member of Alpha Phi and later graduated from West Texas A&M. I’m passionate about community involvement and leadership development, with experience in several philanthropic and leadership programs.
I currently serve as President of the Piedmont Public Schools Education Foundation. My husband, Blake, and I live in Oklahoma with our two children.
Volunteer Management
Strategic Partnerships
Client Relations
Series 66
Series 7
Treasury Management
Organization Skills
Building Long-Term Relationships
Fundraising
Investment Planning
Customer Relationship Management (CRM)
Establishing Strategic Partnerships
Wealth Management Services
For over 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. We integrate financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Our history and structure help provide advantages that distinguish Mercer Advisors from other firms. While some competitors may focus on personal service or specialize in a particular investing style, few can match Mercer Advisors in combining these elements into a comprehensive, unified offering.