MANAGING DIRECTOR

WEALTH ADVISOR

Industry Experience: 13 years

• Graduate, The University of Texas at Austin – B.B.A., Finance
• Current member of the firm’s Wealth Planning, Senior Leadership, and Wealth Advisory Committees
• Formerly a senior analyst at a Houston-based investment consulting firm
• Prior to becoming a Wealth Advisor, she held the position of Senior Financial Planner at L&W
• Member, Financial Planning Association
• Native Houstonian, proud wife of a USMC Veteran and mother of two beautiful girls