BA in Psychology; Certificate in Financial Planning & Services
Career Background:
I am a financial advisor who joined Dallas-based RGT Wealth Advisors in 2014. RGT joined a partnership of several other Registered Investment Advisor firms across the country in 2020 and is now known as Corient.
What am I doing – describe your current role and objectives:
I am a CERTIFIED FINANCIAL PLANNER™ professional who helps wealthy individuals and families plan for and navigate points of transition in their lives, such as career changes, retirement, death of a spouse, and divorce. I advise clients on their tax and estate planning, risk management, and charitable giving, making sure their strategies align with their investment management goals. I am also a Certified Divorce Financial Analyst®, presenting clients and their attorneys the long-term financial effect of any given divorce settlement and helping empower clients to make educated decisions throughout the divorce proceedings.
Connections trying to make:
I would like to meet professionals, such as Estate Planning attorneys, CPAs, insurance agents and family law attorneys who specialize in high-touch, white glove service to high net worth families that would be able to either assist my clients in those areas of expertise, or who need an introduction to a financial advisor for their clients.
JOIn
This content is available exclusively to 1911 GP members. Apply for membership to access this page, along with networking opportunities and resources to support your professional growth.
