An accomplished Client Success Director with versatile expertise in retirement strategies, investment goal setting, and delivering long-lasting customer relationships. Proven track record of operational excellence, complying with all federal regulations, and providing financial strategies designed specifically for each client. Known for analyzing clients’ present financial positions and collaborating with internal partners to provide investments that work towards attaining clients’ goals. Focused on removing any uncertainties to ensure a clear path forward for the client and their families.“At the end of the day, it is the client’s choice as to whom they trust with the management of their investments and life planning goals. I take that responsibility and privilege very seriously.”Memberships include University of Houston Moores Music Society Trustee, University of Houston Moores Music Texas Music Festival Advisory Board, Ars Lyrics Opera Circle, Houston Livestock Show and Rodeo (HSLR), Gulf Coast Jack Russell Terrier Network (GCJRTN), and Bike Houston.