We work to ensure that our clients are prepared to face any potential obstacles that may pose a risk to their financial plan in the future. Our clients value professional advice that helps them provide for their families and work toward their goals.
President, Wealth Advisor
Passionate For What Is Important
I'm passionate about helping you live life abundantly. When you partner with me, I can help you pursue your financial security through comprehensive financial planning and careful asset management. I delight in the diversity of our common humanity, and as a result, I always recognize the uniqueness of each of my clients in their families, their goals, and their lifestyles. It is very important to me to develop a strategy that is tailored to you.
Growing up in Dallas, Texas, I learned the value of community and the benefits of always helping your neighbors. Volunteering as a teen to build homes in Juarez, Mexico for five years for families living in cardboard on the desert sand taught me everyone deserves to have a sound foundation. Studying in Nantes, France taught me to get comfortable being uncomfortable while appreciating and enjoying the diversity of our world. Living in New York City and working in finance during the financial crisis taught me how critically important it is to help others build a sound financial foundation to have a lasting impact across generations. Each of these experiences in my life has shaped me into the wealth advisor I am today.
Qualified to Help You Manage Your Goals
I have been proud to work in the financial services industry for over 15 years with two Fortune 500 companies. As a veteran of this industry, I hold the Certified Financial Planner™ (CFP®)** and Chartered Retirement Planning Counselor (CRPC®) designations, in addition to my securities registrations held with LPL Financial and life insurance licenses. These qualifications allow me to help my clients overcome complexity and plan for a strong financial future.
**CERTIFIED FINANCIAL PLANNER™ (CFP®) - The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.