Entrepreneurs, Retirement Planning, High Net Worth Families, Estate Planning Strategies, Women, and Professionals
Background and experience
Serena seeks first to understand her clients’ current situation, concerns, risk tolerance, and their financial priorities. She then uses this information to formulate an investment strategy and begins the development of a comprehensive investment plan. This plan is reviewed as needed and as her clients’ life circumstances change, the appropriate adjustments are made.
Serena began her career in the financial services industry 12 years ago. In 2014, she joined Wells Fargo Advisors Houston Galleria Office. Serena is FINRA Series 7 and 66 registered, as well as insurance licensed in several states. She is skilled in working with entrepreneurs and families who have unique circumstances. Serena’s focus includes general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies.
Away from the office
A Texas native, Serena and her husband, Corey, reside in Houston. Spending time with their daughter, Olivia, is the top priority. Serena strives for excellence through personal growth and believes in giving back to her community. She sits on the Foundation Board for the Rotary Club of West-U and on the Women of Wardrobe Steering Committee Board. Her volunteer projects include supporting The Women’s Home, Star of Hope, and participating in Houston Half Marathon supporting Dress for Success Houston.
Serena is enjoys running, completing a number of 5Ks and her first half marathon in 2021. She enjoys fitness training, yoga, and photography. Serena is passionate about practicing meditation for healthy living and mindfulness. She believes meditation helps her live a life of intention. Let’s collaborate together to help you accomplish your goals.