$5.9+ trn
UBS Group invested assets
As of 06/30/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Financial Advisor
I have been in the financial industry for 29 years serving in various capacities. My passion remains in this industry as I continue to take care of clients until the day I retire. My most important accomplishment is being a mother of two wonderful children, Lacey and Landon. I graduated from college in May 1985 with a BA in Finance from The University of Texas - Arlington. My husband Michael and I live in Conroe Texas. We enjoy cooking, gardening and socializing with family and friends.
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Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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