Hi! Nice to meet you. I have 15 years of experience in the wealth management space specializing in servicing ultra-high-net-worth individuals. I currently serve as Private Investments Specialist at one of the largest independent RIA firms in Houston. I specialize in building relationships with investment sponsors and educating my team and clients on the various private investment opportunities available within the firm.
While I spend most of my time working with high net worth families, I'm passionate about the mission and vision of reducing financial stress for all people. So, I set aside some of my time to help others. It is part of how I give back my time, talent, and treasure.
I am a graduate of Baylor University and a native Houstonian. I am a married mother of three beautiful girls and enjoy spending time with my family, reading, and singing.
How it works
I'm happy to help review your financial plan, provide general education, and answer your questions. Getting started is easy.
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Message me. Ask a question or schedule a time for a free call.