With many years of experience helping individuals and families preserve and grow their wealth, I focus on guiding my clients and their attorneys toward good financial decision-making before, during and after divorce.I firmly believe that every client deserves the best financial, legal, and emotional support during divorce for the best possible outcome.As a Certified Divorce Financial Analyst® (CDFA®), I provide analysis that illustrates the financial impact of settlement proposals to help clients choose the best option. Post-divorce, I help them become financially independent through financial education, comprehensive financial planning, investment strategies, budgeting and cash management.Along with the CDFA®, I completed the Advanced Interdisciplinary Collaborative Training through the Collaborative Law Institute of Texas for pre-and post-divorce planning with attorneys. I also earned the Certified Investment Management Analyst® (CIMA®) designation after successful completion of coursework at the Wharton School of Business at The University of Pennsylvania.Active in many professional and community organizations, I’m a member of the Investment Management Consultants Association and Collaborate Divorce, Houston. I volunteer with Interfaith of The Woodlands and the Montgomery County Food Bank, and I’m also a lifetime member of The Greater Houston Partnership.A naturalized Texan, I have lived here for over 30 years. Before wising up, I participated in many marathons and Ironman-sponsored events. Now I enjoy a more balanced approach to fitness through biking, strength, and yoga training. I actively promote the idea of additional grandchildren to my two sons and would love to be planning my next domestic or international trip, preferably to a region where the food is excellent!
Listed skills include Financial Services, Investment Banking, Collaborative Law, and Training.