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.
