About

I am a lifelong, native Houstonian, raised on the east side of Houston. Since 2010 I’ve lived in a beautiful, tree-lined neighborhood city of West University Place, in the shadow of the Houston Medical Center.

I’m a graduate of Rice University (Lovett ’97) and worked for 9 years in software design, development, and implementation for the world’s largest foodservice distribution company. In 2003 I went back to school in the evenings and earned a Master’s of Science in Finance from the University of Houston; and was a member of the first graduating class of the University of Texas’ Houston MBA program.

Since 2006 I’ve worked in private wealth management in Houston, specializing in equity research, asset allocation, and portfolio management. I’m a CFA Charterholder and active volunteer for the CFA Institute supporting the CFA Program. I have a passion for working with private wealth investors – I’m blessed to do what I love at work every day.