Professional:
I started my career in 1990 with Smith Barney-Morgan Stanley, I was a leader in the service and operations departments at the complex level, focusing on consistency, quality, and efficiency. I have been a member of various advisory groups during my career, where I provided advice for positive change in processes, systems, policies, and client service. I joined the Galbraith Investment Group in 2018 as a Financial Advisor.
In 2009, I earned a Bachelor of Arts degree in business management with a concentration in finance from Eckerd College. I passed the Series 7, 63, 65, 8 and 3 exams and hold the Texas life, accident, and health insurance licenses. In 2019, I successfully completed the Accredited Wealth Management AdvisorSM or AWMA® professional designation program and in 2021, I achieved the Certified Financial Planner™ certification. In 2022, I was selected to RBC Wealth Management’s Portfolio Manager – Portfolio Focus Group, a designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses.
Personal:
I am a native of Midland, TX. I am married to my husband, Michael. We have five adult daughters and nine grandchildren. We enjoy taking long walks with our Rhodesian Ridgeback, Mija. When we are not caring for our parents, we love reading and going to the gym. We also enjoy volunteering at various local nonprofit organizations and events, such as the West Texas Food Bank. Also, we support many nonprofit organizations including Christians United for Israel, Bibles for China, and Biblica.