My background in financial services began in 2004 in New York City with a boutique investment firm, Neuberger Berman. In 2014, I became a Texan and have now made Houston my home. I joined Edward Jones in the spring of 2019 to broaden my financial services offerings to assist both individuals and business owners achieve their financial goals. I can create a path to help achieve those goals by provi
ding a highly personalized financial assessment that results in a tailored investment strategy for any given situation -Whether it’s a need to save for a child’s education, reduce individual and/or business taxes, provide benefits for employees, or plan for retirement. Very committed to a solid work ethic, family, friends, colleagues, my community, health, fitness, spirituality, education and my toy Aussie, “Zuzu”. Member SIPC.
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