I started my career as a ‘Big Four’ CPA and later pivoted to orchestrating investments as a portfolio manager with a major Wall Street firm. These are just two of the many unique talents I bring to my role as a Senior Wealth Strategist with Northern Trust. I ensure my clients gain a holistic comprehension of their wealth and confirm each of their investments work in conjunction regarding financial goals. My role is to act as a CEO of my client's wealth - through portfolio management, taxation mitigation, unique banking structures, lending, management of trusts and business sale strategies (M&A).My deep knowledge of finance, allows me to dig beneath the surface of my clients’ financial challenges and uncover previously undiscovered dilemmas. It is only with truly complex financial situations, that my skill set is fully utilized.I am a regular speaker and panelist for groups related to the field of finance.

My top priority is listening to clients and performing an in-depth due diligence on their financial life. I create custom solutions tailored to account for each client’s unique risk profile, ownership structure, and portfolio objectives with a strong emphasis on tax efficiencies.​Currently I sit on the Investment Advisory Board of CMG. Accolades include - Winner of 2020 Women in Finance SDBJ, Finalist 2019 Women In Finance, Finalist 2018 Business Women of the Year, 2016 Excellence in Leadership Award, 2012 Top Wealth Manager (TX), 2013 Top Wealth Manager (TX) and 2014 Top Wealth Manager (TX).

Fine tuned over many years at some of the world’s top investment firms, my approach to advising families centers on exemplary client service. I make a priority of clearly listening to clients and examining their situations, so I can understand their complexities.I aim to introduce clients to a different way of doing business, one that can potentially smooth volatility and achieve desirable outcomes.

I specialize in syndicate & secondary analysis alongside tiered bond trading. In conjunction with my team, we achieved 200+ transactions.

My commitment:• Provide an exemplary client experience• Clearly listen, examine & fully comprehend each client’s situation• No use of proprietary products unless it is the best in class I was nominated as one of D Magazine’s Top Financial Advisors for 2012, 2013 and 2014, in addition to the Dallas Business Journal’s Top 40 Under 40.Members of my team have been named to the Barron’s Top 1,000 Financial Advisors in the U.S. and to Texas Monthly Five Star Client Satisfaction Wealth Managers.

• Solely responsible for the sales of all Bentleys and Rolls Royce vehicles for the DFW market (average sales price $360,000); sold 800% more than the previous salesperson.• Raised the dealership standing from 74th to 8th internationally.• Outstanding client relations proven through repeat and referral statistics (25% repeat business, 35% referral).• Directly accountable for relations with car manufacturers, thereby increasing vehicle model allocations by 400%.• Promotion progression from Mercedes Benz sales assistant - Mercedes Benz sales - Porsche sales - Bentley & Rolls Royce manager.

⦁ Part of a team to audit Fortune 500 companies, including Sony and Philip Morris; personally responsible for audited divisions with sales in excess of $6 billion.⦁ Successful in exceeding quotas by 16%.