In May 2018, I joined PartnersInWealth as the firm’s first Client Service Associate. My goal is to make a difference in the lives of our clients by helping each one feel more organized, be more in control, and have more confidence about their financial situation. I achieve this by working closely with my team members to ensure that each of our clients experience tailored and comprehensive service.
My background in financial services comes from working in private wealth management, where I managed complex and unique financial situations. Correspondingly, I understand that clients are dynamic and require personalized attention to address the range of different financial needs that are encountered through an evolving lifetime.
I earned my bachelor’s degree in Finance and Management and graduated with honors from the University of Houston’s Bauer College of Business – Go Coogs!
IN MY WORDS
Thinking about your financial future and considering what options best fit your situation can be overwhelming. Having a main point of contact is critical in helping yourself get your best foot forward financially. This is where our PersonalCFOs come into play. By serving as your sounding board and spearheading efforts that best suit your needs, our PersonalCFOs are key in helping you develop and attain your financial goals.
With a passion for hospitality and exceptional service, I strive to deliver quality results in all areas. I am committed to making the client experience the absolute best it can possibly be.
I am a native Texan and have proudly adopted the title, Houstonian. I have an interest in classical music and have been playing the violin since I was five-years-old. I love all things culinary, and in my free time, I enjoy exploring Houston’s amazing restaurant scene with my wonderful husband, Morgan.