SENIOR FINANCIAL PLANNER

Industry Experience: 15 years

• Graduate magna cum laude, University of Houston – B.B.A., Finance
• Previous to L&W, served as a Financial Planner at several Houston-based, boutique wealth management advisory firms
• Experienced in working with high-net-worth clients, with a focus on estate planning needs
• Currently serves as a voting member of the firm’s Wealth Management Committee
• Member, Financial Planning Association
• Member, Houston Business and Estate Planning Council
• Native Houstonian who enjoys spending time with her husband and daughter