Professional
- Supervises completion of the firm’s compliance deliverables and regulatory filing obligations
- Executes quarterly fee collection flawlessly for hundreds of client accounts totaling approximately $600 million
- Supervises and occasionally provides back office experience for financial advisors and their clients
- Attained the Investment Adviser Certified Compliance Professional® (IACCP®) designation from National Regulatory Services in a single sitting for the test
- Successfully led a major company relocation from an office park in the Greenway Plaza to a boutique building in the Central Business District
- Nominated for Houston Business Journal’s Women Who Mean Business Awards in the Women To Watch category
Personal
- Married to John and together they raise their daughter Adeline
- One Time Visit Coordinator with Faithful Paws Pet Therapy where she visits hospitals, nursing homes, and schools with her Labrador Retriever named Andale
- Volunteer for Guide Dogs for the Blind Houston Puppy Raisers and helps to socialize and teach basic obedience to puppies in training
- Has a Bachelor of Business Administration in Finance and Marketing and is an alumna of the University of Houston’s Bauer Business Honors Program
- Graduate of the Program for Excellence in Selling and was awarded Key Accounts Top Team for exceeding quota by 136%
Odd Facts
- Has honey bees in her backyard
- Is an avid lover of international cuisine, coffee, musicals, and traveling
- Taught English in Barranquilla, Colombia
- Traveled to Peru to conduct market research of solar powered lantern distribution
- Favorite television series is Lost and Veronica Mars