“I like encouraging people to do more than they think they can, to challenge them to reach for what is important, and to cheer them on when they go for it.”  –Lorrie Hess


  •  Coaching Training Institute (CTI):  Coach Training Program, 104 hours completed August 2011
  • One-on-One Coaching, since 2006
  • Coaching Training Institute (CTI): Leadership from Self Program, 54 hourse completed January 2012
  • CTI Ambassador Team, Austin, since December 2011
  • 15 Years Small Business Owner:  Financial Planning & Investing
  • 6 Years Corporate Project Leader and Account Manager
  • Certified Financial Planner®, since 1997
  • Master of Business Administration, Finance, completed 1989
  • Accomplished Toastmaster-Gold and Competent Leader designations, Toastmasters International (Public Speaking & Leadership)
  • Fredericksburg Independent School District, Trustee, since 2008


  • Financial Women in Texas, Hill Country Group:  2012-2013 President
  • Fredericksburg Toastmasters, Toastmasters International:  1988 to present
  • The Rotary Club of Fredericksburg: 2011-2013 Vocational Service Director
  • FISD Community Education: 2009 to present, board member
  • Fredericksburg Tennis Association:  2008 to present, past board member
  • Fredericksburg Academic Boosters:  2001-2004, past president/board member
  • Fredericksburg Pre-K to 5 PTA:  1997-2002, board member
  • YMCA of Fredericksburg:  1998-2000, board member
  • Gillespie County Leadership:  Class of 1998


  • Wife, Mother, Friend, Adventurer, Traveler

So, what does that all mean to you?

For fifteen years, clients trusted me with their money.  Now they trust me with their life and business goals.  The core values are all the same:  My experience is in helping people identify what is important in their life and guide them to taking action by living according to those values.



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