Experience

Senior Vice President at UBS Financial Services – Private Wealth Management, I bring nearly three decades of experience helping clients navigate complex financial landscapes with clarity and confidence. Based in Houston, I specialize in building tailored strategies for high-net-worth individuals and families, with a focus on long-term growth, legacy planning, and risk management.

Before joining UBS, I served as a Director in Credit Suisse’s Private Banking North America division, where I advised clients across diverse industries and life stages. My career began in 1996 as a Personal Business Manager to Austin entrepreneur Lowell Lebermann, followed by a role as a research analyst for a Dallas-based hedge fund—experiences that shaped my analytical approach and client-first mindset.

I hold both a BBA and MBA in Finance from the University of Texas at Austin, and I’m passionate about delivering thoughtful, data-driven advice that empowers clients to make informed decisions.

Let’s connect if you’re looking for a trusted advisor who combines institutional insight with a personal touch.

With over 20 years in the financial services industry, I bring deep operational expertise and a commitment to excellence in client service. I currently serve as Team Administrator within UBS Private Wealth Management in Houston, where I oversee daily operations and portfolio management for a high-performing advisory team.

My career began in 2003 as a Branch Office Administrator with UBS in Lafayette, LA, shortly after earning my Bachelor's Degree in Finance from the University of Louisiana at Lafayette. After relocating to Houston in 2012, I joined Credit Suisse as a Registered Associate, managing all administrative and operational functions with precision and care. In 2015, I transitioned with the team to UBS PWM, where I continue to drive efficiency, support strategic initiatives, and ensure seamless client experiences.

I thrive in fast-paced environments and take pride in being the behind-the-scenes force that keeps everything running smoothly.

As a Client Service Associate in Private Wealth Management since 2016, I specialize in client reporting, business development, and managing day-to-day operational needs with precision and care. I’m passionate about delivering a seamless client experience and supporting advisors in building long-term relationships.

Prior to entering the wealth management space, I worked in Retail Property Management at Weingarten Realty Investors, where I developed a strong foundation in client service and operational coordination. I hold a Bachelor of Science from the University of Texas at Austin, and bring a detail-oriented, client-first mindset to every aspect of my work.

Whether it’s streamlining reporting processes or supporting strategic growth initiatives, I’m committed to making a meaningful impact behind the scenes.