I believe wealth management should feel empowering, not overwhelming. My goal is to make the process as simple and stress-free as possible, bringing humor and a lighthearted approach to every conversation. One of my most meaningful experiences at HFS was helping a client identify and better understand inherited assets. This effort completely transformed her family’s financial outlook and future opportunities.

I come from a big family and now have one of my own, so I embrace the joyful chaos that comes with a full house of kids and activities. Outside of work, you’ll usually find me reading about business strategy, funny memoirs, biographies, or historical fiction. I earned my master’s degree in accounting from Trinity University in San Antonio and began my career in public accounting before discovering my true passion: helping people find clarity and confidence in their financial lives.