Chief Experience Officer & Partner
As chief experience officer, I champion financial confidence in every family and empower their life with our firm's services and expertise. With my belief that everyone’s story matters, I love to know each person and connect them with the right resources to have a positive life impact.
With over 20 years of experience as a wealth management advisor, I have worked for Morgan Stanley and Merrill Lynch and fostered lifetime collaboration with our clients. Experienced in small business and city government, I also serve our clients as a trusted community leader, business advisor, and gifted mentor. I am a proud alumni and honor graduate of the University of Houston Clear Lake with a degree in pre-law.
As a native Texan, I have deep roots in the Clear Lake area and my home community of Seabrook. As an avid community advocate, I have served as a Seabrook City Council member, City of Seabrook Civil Service Commissioner, and board member of The Influential Circle and The Economic Alliance Houston Port Region. Following my passion, I enjoy mentoring the next generation, coaching female leaders, and engaging in nonprofit organizations.