I am very fortunate and proud to be named a “Best-in-State Wealth Advisor” by Forbes Magazine for 2024 and 2025. This wouldn’t be possible without my outstanding team members, who share my passion for excellence. We’ve built a team dedicated to putting the client first and focusing on what matters most to them, while emphasizing integrity, work ethic, and intellectual rigor. Our clients consist of founders, CEOs, senior executives, highly successful professionals, and institutions. We pride ourselves on offering the best of both worlds – the intimacy and customization our clients deserve, combined with the resources, capabilities, and security of a global bank.
Outside of my career, I support education and arts initiatives – 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.
The course of my life changed during an elementary school field trip to The Florida Orchestra. The music grabbed my attention, and I started music training through an after-school program one day a week. 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 excited to support similar causes as an adult.
