In July of 2019, I joined PartnersInWealth as the firm’s Director of Operations, overseeing daily operations including finance, strategy, and compliance, and ensuring operational efficiency. With a commitment to quality, my goal is to provide the best possible end-to-end experience for every client who walks through the firm’s doors.
I have over a decade of experience in the financial services field. Prior to joining PartnersInWealth, I worked for Fidelity Investments where I focused on creating efficiencies in the firm’s processes and improving the quality of the services provided to Fidelity customers.
I earned my Bachelor’s degree in Business Administration with a concentration in Finance from Texas Tech University in Lubbock, Texas. While there, I was a member of Delta Sigma Pi, a co-ed professional business fraternity focused on developing principled business leaders for the future.
IN MY WORDS
Planning your financial future can be intimidating, but it doesn’t have to be. At PartnersInWealth our team of world-class experts provide clients with a holistic evaluation of their financial situation and create a financial plan tailored specifically to their needs.
I am committed to providing personalized service that exceeds our clients’ expectations. I am passionate about being a trusted partner for our clients so they can achieve an enduring financial peace of mind.
I grew up in the Fort Worth area and currently live in Cypress with my husband, David, and our Teacup Yorkie, Pickles. In my spare time, I love traveling, spending time with my family and friends, and any entertainment involving true crime stories.