About

I am a lifelong, native Houstonian, raised on the east side of Houston near the great city of Galena Park. 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. In 2007 I completed my formal education as a member of the first graduating class of the University of Texas’ Houston MBA program.

Since 2006 I have worked in private wealth management for the same firm in Houston. 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.