Experience

As a Managing Director and Senior Portfolio Manager at UBS, I bring over two decades of experience in financial services with a deep focus on retirement planning and wealth management. I specialize in guiding business owners, corporate executives, physicians, and individuals approaching or enjoying retirement through personalized financial strategies that align with their goals, risk tolerance, and legacy plans.

My academic foundation includes a Bachelor’s degree in Economics from Duke University and an MBA in Finance from Tulane University. I’m also a CPA (non-practicing) and hold the CERTIFIED FINANCIAL PLANNER™ designation—credentials that reflect my commitment to technical excellence and fiduciary responsibility.

At UBS, I continue my mission of empowering clients through education and insight. I’ve led financial planning and investment seminars at institutions such as Rice University’s School of Continuing Studies and The Women’s Institute of Houston, and I remain passionate about helping clients make informed decisions with clarity and confidence.

My approach is grounded in thorough research, ongoing analysis, and a deep understanding of each client’s unique financial landscape. I’m proud to be recognized both locally and nationally for my work—please see the Honors & Awards section for details.

For designation disclosure information please visit https://www.ubs.com/us/en/designation-disclosures.html

As a Client Service Associate at UBS Financial Services, Inc., I specialize in enhancing client experiences and implementing effective investment strategies. With a strong background in client services and legal support, I bring a unique blend of skills to the financial services industry.

I assist wealth advisors in developing and implementing investment portfolios, ensuring that our clients receive top-notch service and support. My role involves acting as a liaison between clients and advisors, developing media presentations for seminars, and managing client databases with precision. I am also an authorized notary public in Texas, which allows me to handle client document requests efficiently and securely.

Prior to my current role in Financial Services, I served as a Paralegal at Schirmmeister Diaz-Arrastia Brem LLP, where I managed office scheduling, filed court documents, and supported attorneys in complex legal processes. My experience in legal research, drafting pleadings, and organizing trial exhibits has honed my attention to detail and ability to work under pressure.

I hold a Bachelor of Arts in Communication from the University of Houston and am fluent in Spanish, which enables me to connect with a diverse range of clients. My commitment to continuous learning and professional development drives me to stay updated with industry trends and best practices. 

I am dedicated to leveraging my skills to contribute to the success of my team and the satisfaction of our clients. Let's connect and explore how we can collaborate to achieve financial goals and create lasting value.