With almost 20 years’ experience as a Financial Advisor, I have had an extremely rewarding career focusing on developing strategies and advice for individuals and their families by understanding their short- and long-term financial objectives. I love building lifelong relationships with my clients. Especially helping clients identify their goals and building a plan to make those dreams a reality.
I started my career as a Senior Financial Advisor at Merrill Lynch(8 years) in Baltimore, Maryland 26 years ago. After our family relocated to Houston in 2009, I spent 2 years in the hiring process with the FBI. After successful completion of rigorous polygraphs, board room interviews, and background investigations, I was hired by the FBI in 2016, earning Top Secret Clearance. Most recently, I spent 9 years as Vice President, Head of securities for a local RIA in The Woodlands, Texas; followed by the role of Director of Wealth and Asset Management Solutions for Schwab. I graduated from James Madison University in Virginia with a degree in Business, and earned my MBA from Loyola College, Maryland in Finance.
I am mom to two amazing daughters, Sophia Marie (born in 2009) and Olivia Anne (born in 2011). After completing a 52-week global cultural project with my daughters where we studied a different culture each week regarding the history, language, culture, cuisine, and religion; we turned that experience into a published international cookbook. I enjoy anything active and outdoors . I am obsessed with pickleball, love to travel, and learn new languages including French, Italian, Spanish, and conversational Hindi.
