Passionate For What Is Important
I'm passionate about helping you live life abundantly. When you partner with me, I can help you pursue financial independence 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.
My Background
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, In addition to holding my FINRA Series 7 and 66 securities registrations with LPL Financial and my insurance licenses, I hold the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor (CRPC®) designation. These qualifications allow me to help my clients overcome complexity and plan for a strong financial future.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.