Meet The Team

As a trusted advisor, I find it deeply rewarding to help clients improve their quality of life by working toward their financial goals with clarity and confidence. I specialize in making complex financial matters easy to understand, allowing clients to make informed decisions. By developing personalized strategies that align with each client’s unique needs and values, I empower them to spend less time worrying about money—and more time enjoying what matters most. Every day brings fresh perspectives, and every client relationship adds meaning to my work. I’m passionate about building long-term relationships, serving as a steady, supportive presence through life’s many changes and milestones.

With over 29 years of experience as a financial advisor, I am dedicated to helping clients achieve clarity, confidence, and long-term success in their financial lives. From 2011 through 2025, I have been honored with the Platinum Council Distinction at Wells Fargo Advisors. I hold several advanced designations that reflect my specialized expertise and dedication to ongoing education, including the Certified Private Wealth Advisor^® (CPWA^®) designation from the University of Chicago, the CERTIFIED FINANCIAL PLANNER® certification from the University of Houston, the Certified Retirement Counselor^® (CRC^®), and the Sports & Entertainment Accredited Wealth Management Advisor℠ (SE-AWMA℠) designation. My academic background includes a Bachelor of Arts from Southern Methodist University and a Master of Science from Texas A&M University–Kingsville. These foundations, combined with decades of experience, allow me to provide thoughtful, personalized guidance to a diverse range of clients across various life stages and professions.

My wife Donna and I have been married for over 26 years, and we currently reside in Montgomery, TX. Our son, Levi, is a graduate of Texas State University and is now working in Houston. Outside of the office, I enjoy spending time outdoors—whether it’s golfing, snow skiing in the mountains, fishing, traveling or taking road trips. I’m always up for a challenge, especially when it involves nature and adventure. That said, the best moments are always when I get to share these things with family. Donna and I enjoy attending SMU football and volleyball games, and we take every opportunity to see musicals together. We also share our home with Harvey, our rescue dog, named after Hurricane Harvey, during which we found and adopted him. I’m actively involved in my local community, serving as a Lifetime Ambassador for Texas Children’s Hospital.

CA Insurance License Number: 0D99387.  Resident State (TX)

Managing significant wealth often brings about complexity, and I take great pleasure in collaborating with our clients to navigate these challenges. By helping to align solutions with their values and goals, we offer options that address their unique issues. Our approach involves integrating multiple strategies, specialized knowledge, and experience to pave a path toward the future, creating opportunities that might not otherwise exist.

Originally from Dallas, Texas, and raised in Santa Fe, New Mexico, I began my career at University Federal Credit Union in Texas as a Financial Services Representative while working my way through college. In 2007, I joined Wachovia Securities, now part of Wells Fargo Advisors, to adopt a team-based approach in delivering customized planning strategies to clients.

I graduated Cum Laude from Texas A&M University with a Bachelor of Science degree in Maritime Business Administration and a Minor in Economics. I am a CERTIFIED FINANCIAL PLANNER^® professional, having earned my CFP^® designation through Rice University in Houston, Texas.

My wife, Jennifer, and I reside in the Dallas area with our four children. Jennifer is a practicing Pediatrician and co-owner of her private practice. Outside of work, I enjoy staying physically active, playing golf, traveling, and supporting my children's various endeavors."


CA Insurance License Number: 0H38801.  Resident State (TX)

I take great pleasure in building strong relationships with our clients and their families. In this business, problem-solving and follow-through are crucial, and I am committed to leading the way in these areas for our clients.

Since joining Wells Fargo Advisors in 2010, I have built a strong foundation of experience in financial and client services. In 2016, my family and I relocated to Houston, Texas, where I was fortunate to join the Benotti & Galpert Wealth Management Group of Wells Fargo Advisors.

I earned my associate’s degree in accounting with honors and have always had a passion for educating and supporting clients as they work toward their financial and retirement goals. I find it deeply rewarding to get to know each client and provide thoughtful, responsive service that meets their unique needs.

In my role on the team, I oversee the day-to-day administration and operational management of client accounts. This includes cash flow monitoring, opening and updating accounts, managing account transfers, and ensuring all service needs are handled efficiently and accurately.

My husband, Jeff, and I have been married for 39 years. We have two adult children, one grandchild, and are excited to welcome our second grandchild in 2025.

I thoroughly enjoy building personal connections with clients while assisting each family in navigating the operational aspects of their business.

With over 15 years of experience in banking and financial services, I joined the Benotti & Galpert Wealth Management Group of Wells Fargo Advisors in August of 2022. The most rewarding part of my role is sharing in client’s celebrations while developing strong meaningful relationships as I help each client’s projects through to completion and in a timely matter.

I have built my career and knowledge of operations and back office through numerous operations and projects in the District of Columbia, Florida, California, and Texas.

My educational background includes graduating with a degree in Criminal Justice from California State University, Long Beach.

I was married in 2022 to my husband, Edwin.