Professional
- Leads the Consultant Advisory Group offers tailored solutions such as: enhanced oversight to ensure no violations of independence or investment compliance policies; holistic benefit evaluation and in-depth financial modeling; package evaluation ahead of a firm change; and exit analysis ahead of going independent.
- Featured speaker over breakfast to more than 40 Houston business owners in the River Oaks area
- Presented at Accenture’s Houston Innovation Hub on the topic of smart money management and more
- Published by Forbes on the topic of risk tolerance as it related to retirement planning
- Featured in VoyageHouston for their Houston’s Most Inspiring Stories series
- Published by Fiduciary News regarding individualized portfolio design
- Current member and Education Coordinator of the River Oaks Chapter of BNI – formerly served as Visitor Host
- Twice awarded Best Speaker by the Daybreakers Toastmasters club where she is a former member
- Provided extensive research on the history of the US stock market for the book, The Prepared Investor
- Completed Rice University’s CFP® Certification Education Program
- Currently in good standing with the board as a CERTIFIED FINANCIAL PLANNER™
- Earned Chartered Retirement Planning Counselor (CRPC®) designation via College for Financial Planning
- Achieved Certified Funds Specialist (CFS®) designation via Institute of Business & Finance
Personal
- Passionate about tennis, investments, art, cooking and helping others
- Helped raise thousands of dollars for Delta Gamma’s philanthropy, Service for Sight, which helps the blind and visually impaired
- Volunteered at the Lighthouse of Houston to offer companionship and assisted with recreation classes for the blind and visually impaired
- Born in Alberta, Canada and raised in Houston – visits Canada frequently to see family and enjoy the mountains
Odd Facts
- Always finding new ways to fuel her competitive side – most recently working on her golf and pickleball game
- Scored in the top 13% in the nation for mastery of mathematical concepts, principles and knowledge
- Recipient of the Allen Holtman Sportsmanship Award for her exemplary team leadership on the tennis court
- Ask her about her European travel adventures including her 3-week tour of Italy!
- Plans to attend all 4 Grand Slam tennis tournaments after an unforgettable experience at the 2016 French Open