Experience That inspires confidence
- Over 33 years experience in investment management and consulting
- CIMA, Wharton School of Business
- Named Forbes Best-In State Wealth Advisor, 2020
- Named a Forbes Top Women Wealth Advisor, 2020
- Graduate of University of Texas McCombs School of Business
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Houston |
May 1984 - Present |
Registered States:
AL, AZ, CA, CO, DC, GA, LA, MD, ME, MI, NH, NY, OH, PA, SC, TN, TX, VA, VT, WY