My journey in the financial world is deeply rooted in my personal experience as a business owner and my relentless drive to build something meaningful from the ground up. I hold several certifications, including Certified Financial Planner™, and I am a Registered Representative and Investment Advisor Representative (Series 7, 66 held through LPL). I’m also proud to have earned an Investment Management Analyst Certificate from the University of Pennsylvania Wharton School. Additionally, I hold licenses in the State of Texas for General Lines-Life & Health Insurance, Real Estate Broker, and Pre-paid Legal services.
My approach to wealth management is comprehensive and client-focused. I draw from my own entrepreneurial background to serve clients, their families, and their businesses with expertise in wealth accumulation, tax-advantaged investments, strategic asset and insurance utilization, and group retirement strategies. At Total Assets Wealth, we use cutting-edge technology and trusted advisory practices to create and implement financial plans that are as unique as the individuals we serve.
Education has always been a cornerstone of my career. I graduated Magna Cum Laude from the University of Houston in 1997 with a BBA in Finance and Marketing. I also graduated with top honors from the University of Houston's Wolff Center for Entrepreneurship, one of the nation's leading entrepreneurship programs.
Before founding Total Assets Wealth, I was a top-producing REALTOR®. My entrepreneurial spirit led me to establish Assistym, Inc., a company that provided innovative marketing, contract management, and web-based applications to the Real Estate industry from 1998 to 2001. Over the years, I’ve owned several businesses, including a publishing company for Broker Agent Magazine and a retail distribution company in the fashion industry.
I’m passionate about teaching, mentoring, and coaching others towards self-improvement. I focus on building confidence, self-esteem, goal planning, and maintaining a balanced life. As a continuing professional educator for CPAs and the real estate industry, I enjoy sharing my knowledge on financial planning fundamentals and various financial topics.
When I’m not working, my husband Paul and I love to embrace the great outdoors. We’ve been married for over 35 years and share a love for activities like fitness, cycling, triathlons, scuba diving, yachting, surfing, motorcycling, ballroom dancing, and attending concerts and movies. We particularly enjoy the tropical breezes of our hometown, Kemah, where we can relax by the water. Our family is completed by our two beloved boxers, Bali and Max.