Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance

Community participation

Houston & Dallas Team Communities

- Airborne Angel Cadets of Texas

- SusanG. Komen Race for the Cure

- Alzheimer's Association Walk to End Alzheimer's®

- St.Jude's Research Hospital - Walk/Run to End Childhood Cancer

- FeedingAmerica (Houston Food Bank & North Texas Food Bank)

- Leukemia& Lymphoma Society

- Little Ones Ministries

- Red Cross Disaster Relief Volunteer

- Ronald McDonald House of Dallas

- Meals On Wheels America

Giving Back

Girls Inc. Of Greater Houston