“My clients trust and rely on me to advise and manage their financial lives.”

Background and experience

I believe wealth planning is accomplished through a process. It takes more than one meeting to put your wealth to work, and as life circumstances change, I am committed to working closely with my clients to keep their strategies aligned with their goals and needs, throughout those changes.

Backed by more than 25 years of financial services experience, I am dedicated to helping clients work toward their financial objectives by developing investment plans around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

I began my career as a Financial Advisor with Morgan Stanley. In 1999, I joined Bank of America for four years before moving my practice to Wells Fargo Advisors, where I am a Private Wealth Financial Advisor. I look forward to helping my clients along their financial journey for many years to come. 

In addition to comprehensive investment planning, I work with clients and their team of advisors, including their CPA and attorney to develop estate planning strategies for their unique circumstances. As a Wells Fargo Advisors Private Wealth Financial Advisor, I am able to provide access to various products and services offered throughout Wells Fargo affiliates.

Away from the office

I was not born in Texas, but I got here as quickly as I could, at 2 years old. I reside in the Heights with my beloved and spoiled 4-legged side-kick Chewy. Family is very important to me and fortunately with extended family members living in the area, I get to spend time with them weekly. Leading a healthy lifestyle is a top focus. As a fitness enthusiast, I am always looking for new and fun ways to exercise. Traveling is a favorite pastime that usually includes a beach. Also, I am big sports fan and enjoy attending live sporting events and frequent concerts when it’s an artist I can’t pass up.

 

Background and Experience

My goal and passion are to work with you to help achieve your life and financial goals.  By developing a close working relationship with you, your family, and any professionals with whom you are currently working, I will be able to assist with any questions that arise.  Communication with you and “your” team is my top priority in providing extraordinary customer service.   I will assist with many of your requests regarding account information, insurance and life products and keeping you updated and informed on any variety of topics.  I will be your all-around contact person for any questions you may have.  Ask away!

As a Senior Registered Client Associate, I have over 30 years of service in the industry, with these past many years with Wells Fargo Advisors.  I am a Para-Legal by education and my expertise is service oriented.  I can help provide access to Wells Fargo affiliates, and I look forward to assisting with any needs you may have.   

Communication is the key to any successful relationship and can assure you that when needed, following through on any requests, is my commitment to you. 

Away from the Office

My family is very dear to me, and I have two lovely children and nine precious grandchildren. Kiki is indeed, very blessed.  I am also passionate about rescuing and, mostly adopting, 4-legged sweeties, that need a loving home.  I have owned everything from a caiman, an opossum, a seagull, numerous dogs and cats, and almost everything in between.  But no snakes! I am an avid reader and listener of all types of live music.  

"Be curious, not judgmental." Walt Whitman

California Insurance License 0K08861  State Resident: TX

Background and Experience

As a Senior Registered Client Associate with Wells Fargo Advisors, I am passionate about partnering with my teammates to make sure we complete our clients’ requests efficiently and timely to help ensure they succeed financially. I care about our clients and enjoy using my knowledge and 18 years of industry experience to walk them through the processes every step of the way to ensure an excellent client experience. I am dedicated to enhancing the relationship with our clients and making them feel welcome and valued.

I started my career in the finance industry as a part time Teller at Wells Fargo Bank in Benbrook, Texas in 2006 where I found my passion for building relationships with clients and providing an excellent client experience. Since then, I focused on learning everything I could about the industry to increase my knowledge and advance my career with Wells Fargo. I have worked in a variety of roles over the last 18 years in the Bank, Investment Contact Center, and Governance Team. I am excited to return to my passion of helping clients succeed financially in my current role as a Senior Registered Client Associate.

Away from the Office

I live in Katy with my husband, Chris, two teenagers, Zachary, and Leila, and our four rescue dogs. Like their father, my children are musically talented. Zach plays the Saxophone and Leila plays Piano and Percussion. As a family we enjoy going to baseball games, Broadway shows, concerts and traveling. I am a dedicated volunteer to their Band Booster programs in Katy ISD. I love reading and listening to books in a variety of genres, especially science fiction, fantasy, and mysteries.