In June of 2018, I joined PartnersInWealth as the Manager of Administrative Services. My goal is to provide administrative support in coordinating and executing a broad range of services to help the firm operate efficiently. My background is in accounting and bookkeeping. One thing that I enjoy about my position here at PartnersInWealth is that I am able to use my administrative skills. I look forward to continuing to collaborate with the team to positively affect productivity and, in turn, to bring even more satisfaction to our clients.
I studied business administration at The University of Houston. I have over 20 years of experience in administration, as well as in accounting and bookkeeping.
IN MY WORDS
I firmly believe achieving a successful business requires not only a successful business structure, but also a successful team. I see these elements at PartnersInWealth. Everyone on our team goes above and beyond to ensure that our clients are pleased with our services.
I am committed to doing all I can to give our clients peace of mind by ensuring that they feel their personal finances are in extremely good hands, and ultimately make them proud to be a PartnersInWealth client.
I am originally from San Diego, California, but grew up here in Houston. I am the mother of two (Eric and Ericka), who are now adults and making a life of their own. I enjoy going to the beach and taking long walks there. That is my happy place, where I can clear my mind. My other hobbies include fishing and cooking. When I have free time, I enjoy trying out great new restaurants, which are definitely in abundance in Houston.