My Background

During over 30 years serving the investment and financial needs of my clients, I have developed a comprehensive approach that incorporates asset management, retirement feasibility analysis & planning, disability income, employee benefits design & selection, long term care, and life insurance. I am  particularly interested in assisting women who are facing personal transitions that also impact their financial status. As a Certified Divorce Financial Analyst^® and CERTIFIED FINANCIAL PLANNER™, I have completed unique training that has provided me with specific qualifications to address the challenges of divorce or widowhood.

I joined B. Riley Wealth Management in 2012, and serve as the Chairwoman of the B Riley Wealth Management Women’s Advisory Committee. I am a sixth generation Texan and hold an economics degree from the University of Texas at Austin.  I am the proud mother of two great kids, one a realtor in Houston, and the other a geologist  in San Diego, and am a passionate hiker and cyclist in my free time.

My Mission

My passion is building and implementing comprehensive investment strategies for unique individuals and families, then helping my clients navigate life events as they arise.  Over my 30+ year career as a financial advisor, I have measured my success by my clients’ ability to enjoy financially abundant lives.  My commitment to a long-term approach to wealth management has allowed me to develop relationships that span as many as three generations of family members. 

I look forward to getting to know you, and leveraging my experience and expertise to help you achieve your financial goals. I measure my success by your success.