Misti is a dedicated advocate for the clients we serve, combining financial-planning knowledge with a high-touch, concierge approach. She entered the financial-services industry in 2021 and holds a Texas Department of Insurance License and is a Series 65 Licensed Fiduciary. Misti earned her degree in Financial Planning from the University of North Texas, specializing in Risk, Insurance, and Financial Services.
Misti takes ownership of the details that matter. She anticipates needs, coordinates next steps, and ensures questions are answered and commitments are followed through. As a consistent point of contact, Misti helps clients stay informed, organized, and supported while coordinating with our team to ensure we are covering the areas that matter most to their financial plan.