I am very fortunate and proud to have co-founded a wealth management team recognized by Forbes as a "Best-In-State Wealth Management Team" for 2024. This wouldn’t be possible without my outstanding team members, who share my passion for excellence. My team provides successful individuals and institutions with a financial roadmap for their future, overseeing the management of their wealth planning and financial details. We emphasize integrity, work ethic, and intellectual rigor. Our clients consist of founders, CEOs, senior executives, highly successful professionals, and institutions.
I began my career as an institutional investment banker at Credit Suisse, providing analysis for corporate mergers, acquisitions, IPOs, LBOs, and financings. Highland Capital Management then recruited me to work on a team managing private and public equity and fixed income investments. Prior to my career, Johns Hopkins University admitted me to its economics Ph.D. program with a full academic fellowship. I also hold a Certificate in Financial Planning from Northwestern University, as well as the CERTIFIED FINANCIAL PLANNERTM designation. This varied experience provides me with a unique perspective.
Outside of my career, I support music organizations – currently on the Board of Governors of The Dallas Symphony. I believe in the power of the arts to transform young lives, which I’ve experienced firsthand. Raised by a single mother, I grew up in an environment with little economic or educational opportunity. My mom did her best, but she had a limited understanding of how to help me develop.
That changed one day during a school field trip to The Florida Orchestra. The music captivated me, and I began music training at school. Although I eventually made the difficult decision not to pursue a music career, training as a classical musician exposed me to opportunities I wouldn’t have known existed otherwise. Crucially, I’ve seen this happen to so many other kids. I owe my success in life to the generosity of strangers who supported programs that exposed me to music as a child. I’m very fortunate and excited to be able to support similar causes as an adult.
