Professional
- Leads the Consultant Advisory Group offering 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
- Presented at Accenture’s Houston Innovation Hub on the topic of smart money management and more
- Published by Gold IRA Guide as an expert to discuss benefits of holding stock within a Roth IRA account
- Published on The Amaral Tellawi Texas Law Blog where she discussed questions to ask your financial advisor
- Current member and Visitor Host Chair of the River Oaks Chapter of BNI
- 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
- Holds a Certified Fund Specialist designation from the Institute of Business and Finance (CFS®)
- Earned Chartered Retirement Planning Counselor (CRPC®) designation via College for Financial Planning
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
- Worked 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