Focus

My mission is to connect meaning to money and provide every client with targeted, comprehensive financial advice and investment management - delivered with the highest level of personal service and professional integrity.  I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.

Background & Experience

I work with families whose plans include retirement accounts, taxable accounts, trusts, estates, foundations, endowments, family limited partnerships, business entities, etc.  My team and I assist with management of assets ranging from traditional security investments, including equity, fixed income, commodities, cash alternatives and/or alternatives investments, to business interests, real estate and oil, gas, and minerals. We can provide clients with access to a team of specialists and work with their tax and legal advisors to assess all aspects of their investment plan.  In conjunction with our clients' tax and legal advisors, we assist with education planning, insurance planning, retirement planning, tax planning, and estate planning strategies.* 

Prior to joining Wells Fargo Advisors, I was a practicing attorney for 8 years specializing in real estate, probate, contracts, estate planning, and fiduciary litigation.  While I no longer practice law, I obtained my Juris Doctorate from South Texas College of Law.   I hold a Bachelor's degree in Economics from the University of Texas and I have also earned the CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc.  For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. 

Additionally, I have been recognized as one of the Forbes Top Women Wealth Advisors Best-in-State ** for 2024.

Away from the Office

In addition to helping my clients, I am committed to helping my community.  I am passionate about advocating for the needs of children. I currently serve on the Golden Crescent CASA board of directors.  Most recently, I have gotten involved coaching my twin’s soccer team.  I am a member of the following professional organizations: Junior League of Victoria (Past Treasurer), Victoria County Bar Association (Past President), Texas Exes Association, and the State Bar of Texas.

I am lucky to live and raise my teen boy and twin toddlers in the same community where I was born and raised, among my family and friends.  My husband, Shane, is a veteran and now a consultant in school safety and emergency response management.   Family is often the most important part of my clients’ lives and similarly, family is my reason for everything.


Education:
South Texas College of Law - J.D.
University of Texas at Austin - B.A. Economics

Organizations: 
Golden Crescent CASA - Vice President

*Wells Fargo Advisors is not a legal or tax advisor.

**The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

I graduated from Texas A&M University and have worked in the banking industry for over 22 years, prior to becoming a Financial Advisor. Now a Financial Advisor with the Victoria office of Wells Fargo Advisors, I take pride in working for a firm that puts you first.

My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. I have been an active member of the local community for nearly 20 years. I am currently involved with Victoria Chamber of Commerce, Associated Builders & Contractors, & the Crossroads Builder's Association.  Away from the office, I also enjoy traveling and reading.  My wife Rachel Knebel and I live in Victoria, and we have one daughter, Valyn, who lives in the San Antonio area.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

As a Registered Client Associate, I am dedicated to helping clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, our team can help.

Before entering the financial services industry, I graduated from the University of South Dakota Beacom School of Business with a Bachelor’s Degree in Business Administration. I started my career in the financial services industry in 2019 with previous experience in management.

My mission is to help each one of our clients plan for a financial future in a way that best meets his or her goals. That is not all I am committed to. Away from the office I enjoy spending time with my wife Sara and daughter. In my free time includes hunting, fishing, running, and golfing.