Schedule a Meeting
P: (281) 717-2148
When working to formulate a sound financial strategy, I believe in taking a long-term view. My experience and hands-on approach, combined with the variety of products and services offered through Equitable Advisors, LLC and its affiliates, can help you plan for - and build - your financial future. Building relationships based on trust is at the heart of what I do as an investment advisor representative. My overall goal is to help you prepare so that you can be fully ready for retirement.
I graduated with a finance degree from Texas A&M in 2008. My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.
In my free time, I enjoy spending time outside with my wife and four daughters, whether it be camping, hiking, fishing or horseback riding. On my own, I like to golf, work with Boy Scouts of America and cheer on Texas A&M sports.
P: (281) 712-8777
As the service manager, I assist Wisdom Wealth clients with the day to day services on their accounts. My flexible schedule allows me to chat with clients and answer any questions that they may have throughout the week. Helping others is my drive - I love working closely with individuals and building strong relationships.
Outside of the office, I enjoy reading, traveling and spending time with my family. My husband, Trevor, and I have four children, and we love watching them play baseball and lacrosse.