Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Luminate, Houston Business Journal Best Places to Work, 2022-2023
  • Luminate, Ameriprise Client Experience Award, 2020

Community participation

Houston & Dallas Team Communities

- Airborne Angel Cadets of Texas

- Susan G. Komen Race for the Cure

- Alzheimer's Association Walk to End Alzheimer's®

- St. Jude's Research Hospital - Walk/Run to End Childhood Cancer

- Feeding America (Houston Food Bank & North Texas Food Bank)

- Leukemia & Lymphoma Society

- Little Ones Ministries

- Red Cross Disaster Relief Volunteer

- Ronald McDonald House of Dallas

- Meals On Wheels America

Honored to be recognized in Forbes

All of us at Luminate are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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