As a financial advisor, the value I bring to my clients is built upon successfully creating and executing personalized financial strategies that emphasize proactive planning and consistent communication. I have a talent for thinking outside the box and a thirst for knowledge that drives me to anticipate changing needs and situations that may impact my clients' portfolios or goals. To provide a truly comprehensive service, I work hand-in-hand with attorneys, CPAs and other professionals to address all aspects of a client's financial picture.

I became a financial advisor because I have a passion for investing and helping people - I can't imagine a career more rewarding or fulfilling. Since 2004, I have had the privilege of guiding my clients through one of the most personal and sensitive aspects of people's lives – their financial well-being.

I believe trust is at the heart of the financial advisory relationship - trust in the advisor's competence and integrity, and trust that the advisor will act in a client's best interests in all situations. My prospective clients can take comfort in knowing they will receive an ethical, personalized approach to their financial needs, as well as prompt attention that helps create confidence in reaching their goals.

From my base in Houston, I partner with high-net-worth families with complex financial needs and serious long-term individual investors. Typically, my ideal clients generally have $250k or more they are willing to invest with our office.

Helping me to provide clients with our comprehensive services is branch office administrator, Betsy, who makes it a priority to really get to know and understand our clients.

On a personal note, I am the mother of identical twin sons. One attends Texas A&M, and the other attends The University of Texas, so we have a house divided! Outside the office, I have a passion for aviation and enjoy flying my airplane, travel and spending time with my family.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Aviation
  • Technology
  • Traveling
  • Astronomy

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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