Focus

Judy works with a select group of successful individuals, families and businesses to help them to build, manage, preserve and transition wealth. 

We assist them with all types of investments, liability management, risk management as well as estate and investment fiduciary strategy services.

Background and experience

Judy has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs since 2001. Judy's extensive experience throughout major shifts in the markets, has dedicated her career to delivering the personalized financial planning services her clients deserve.  Judy has obtained her CFP® certification. 

Judy began her career as a Financial Advisor with Edward Jones, where she developed her fundamental investment knowledge.  She joined Provident Strategies Group in 2009 and then in 2020 founded Anchor Wealth Strategies Group. 

Judy received her bachelor’s degree at the University of North Texas.

Away from the office

Judy spends her free time with her husband John, daughter Miranda who is attending TCU and Parker her toy poodle.  Judy enjoys photography, yoga/working out, traveling, reading and taking Parker on walks.