I joined PartnersInWealth in January 2019 as the firm’s first Marketer. I’m focused on spreading the word about how people can improve their financial success and gain financial peace of mind by working with our company’s unique Personal CFO model. We help clients gain a clear view of their entire financial picture and develop confidence about their financial future.
IN MY WORDS
Finances are very personal. Finding someone you trust to take care of you financially, the way you would take care of yourself, is sometimes difficult. But, often, people don’t have the time or knowledge to devote to learning how to invest and manage their finances on their own. That’s where PartnersInWealth’s Personal CFO model really shines. We help people get organized and work through all types of financial issues as they prepare for retirement and other financial goals.
I’m committed to making our informative content available so people can learn about what to look for in a financial manager. Whether or not our firm is a good fit for an individual’s needs, we aim to help everyone access quality information to guide them in their search for finding a financial manager who meets their needs.
I grew up in Michigan but have lived in Houston for over ten years. I enjoy taking advantage of the art scene in Houston, from the ballet and symphony to the many different art events around the city. Most weekends, you can find me creating art. I enjoy everything from painting, to book binding, and even making yarn. I love creating new, one-of-a-kind pieces of art.