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We are all products of our experiences - I was fortunate enough to earn a Master's degree in Counseling Psychology at St. Edwards University. My background includes my time in helping start a non-profit in Dallas during the late '90s that worked with family's struggling with the death of a child or a caregiver. Often I worked with distraught spouses that were transitioning to a new dynamic of being the breadwinner, and the financial stress and decisions that come with that. This experience provided the framework for my passion to help others today. 


  • Master's Degree in Counseling Psychology: St. Edward's University 

  • 20+ Years of Financial Experience: Serving small businesses and families nationwide.

  • Chartered Retirement Planning Counselor® (CRPC®): Demonstrating expertise in retirement planning strategies.

Client Focus

  • Passionate about Helping Others: Drawing on extensive experience to empower clients achieve their financial goals.

  • Values-Driven Approach: Collaborating with clients to identify their core values and prioritize their financial objectives.

  • Creative Problem-Solving: Developing customized strategies to address unique client needs.

In My Free Time

  • Proud girl dad to Millie who will be attending Ole Miss fall 2024.

  • Hobbies: Running, tennis, cooking, reading.

  • Community Involvement: Coaching and empowering young athletes. Led Keller High School Girls Lacrosse to State.


Check the background of this investment professional on FINRA's BrokerCheck





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Mefford Wealth Management provides Financial Planning and Investment Management Firm in a "boutique setting." That means that THE INDIVIDUAL is at the core of our philosophy, and we specialize in creative strategies that cater to the unique circumstances of each individual. Mefford Wealth Management serves clients in several states across the country, and we strive to provide the individualized service you need in order to focus on your life. That means meeting when and how it works for you, and proactively looking out for your best interests.


Your wealth has been earned over a lifetime of hard work and wise choices.  You are looking for reliable advice and honest solutions to create and sustain your desired Retirement Lifestyle. Whether you are retired now, just getting started, OR retirement is right around the corner, you need a plan that will work in good economic times or bad.



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