I grew up outside of Houston in Waller, TX. I then relocated to Austin and received my degree in finance from the University of Texas. While I loved my time in Austin, after getting my degree, I immediately moved back to Houston and started my career with Equitable Advisors. I currently live in the Heights with my husband (Ricardo), son (Nico), and cat (Sal). In my free time, I like to road cycle, horseback ride, and cook. I am part of the Saint Arnold Bike Team and have participated in the Texas MS 150 4 times. I horseback ride at Tally Ho Farm under the tutelage of Kim Cox.At Equitable Advisors, I take a goals-based approach to financial planning. Our relationship is based on defining your goals and revisiting them over time to track progress, discuss potential risks, and see what needs to be done to bridge the gaps. I have a specific focus on female Millennial clients. We look at the entire financial picture, including:* Retirement plan options* Inheritance planning* FIRE/FINE assessment* Education planning/Student loan review* Insurance reviews* Funding a passion project* Philanthropic endeavors* Leaving a lasting legacy* Financial peace of mindWhether it's your first time meeting with a financial advisor or you're just looking for something different, I'm happy to chat and see how I can help.