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Here to act in your best interests
I am a dedicated financial planner with over 20 years of experience. I believe my best role is to provide guidance to my clients as they define their financial goals and help them navigate their way to a secure retirement. Away from work, I thrive on being with my twins. We love boating and traveling as often as possible.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Arts, University of Texas
Master of Business Administration, Tulane University
Visit one of our Locations
Houston VI - League City
1331 Gemini Avenue
Houston, TX 77058
Houston V - Houston (South)
1885 St. James Place
Houston, TX 77056
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.