TDECU Wealth Advisors:
Meet Our Team

As a CERTIFIED FINANCIAL PLANNER™ practitioner, I take my fiduciary responsibility seriously. My promise is to keep members at the heart of everything I do. By specializing in developing customized financial plans, I anticipate and solve for members’ financial uncertainties. Financial Planning done right, is a process of deep exploration whereby we help clients define measurable planning targets, test current state outcomes and propose those alternatives that generate superior outcomes. Every phase of life presents unique administrative and economic realities. I assist clients thinking through the accumulation, good retirement years, challenged retirement years and end-of-life segments to define measurable goals and appropriate strategies to achieve financial well-being. In my off time, I enjoy spending time near or on the water with my family; boating, fishing or just soaking up the beach.

I can work with you on:

• Financial Planning
• Risk Transfer Strategies
• Tax Efficient Estate Planning and Transition
• Senior Leader and Executive Benefits

I am part of a wealth advisory team that create personalized plans for select individuals and business owners who are goal focused. I help clients understand the importance of planning for financial uncertainty with regards to their family, occupational aspirations, and recreational desires. Financial Planning done right, is a process of deep exploration whereby we help clients define measurable planning targets, test current-state outcomes and propose those alternatives that generate desired outcomes. Every phase of life presents unique administrative and economic realities. I assist clients thinking through the accumulation, good retirement years, challenged retirement years and end-of-life segments to define measurable goals and appropriate strategies to work towards financial well-being.

I am a graduate of Howard University located in our nation’s capital in Washington, DC. I received my bachelor’s degree in finance. To help pay for school, I also worked at such prestigious institutions such as the Kennedy Center and The Equitable. My promise to you is to use my years of experience in financial services to provide you confidential, one-on-one advice and guidance. I will listen to your concerns and desires and together we will chart a financial course based on your risk tolerance and time horizon; making sure our good decisions provide you a better life.

Personally, my wife of 30 years is a Civil Engineer, and we also have three adult children. My oldest son also finished Howard University and Tuskegee University with a bachelor’s in computer science and a master’s in electrical engineering, respectively. My daughter finished Emory University with a bachelor’s in psychology and is currently studying at John Hopkins to pursue her dream of medical school. And my youngest is currently at Morehouse College where he is also pursuing a bachelor’s in computer science. My wife and I share our home with a little rescue dog named Leo and a yellow-naped Amazon parrot named Alexander.

I aim to build life-long, multi-generational relationships with my clients based on their personal goals maintained through specific financial milestones. Financial Planning done right, is a process of deep exploration whereby we help clients define measurable planning targets, test current state outcomes and propose those alternatives that work towards desired outcomes. Every phase of life presents unique administrative and economic realities. I assist clients thinking through the accumulation, good retirement years, challenged retirement years and end-of-life segments to define measurable goals and appropriate strategies to achieve financial well-being.

I have been in the Financial Services Industry for 25 years. I have held corporate, leadership, and individual producing positions during my career. I have a Bachelor’s and Master’s Degree in Finance and hold Series 7, 66, 24 through LPL Financial and Life & Health licenses. By virtue of having been born in South America I am also Bilingual in Spanish. My former business ownership, career and life experiences combined with my educational background allows me to closely relate and understand the financial needs of business owners, career professionals, executives, and the Hispanic community alike.

As your dedicated wealth advisor, I go beyond numbers to truly understand your dreams and aspirations creating an actionable and personalized financial plan that strives to align with what matters most to you.

It’s my passion to guide my clients toward their goals with thoughtful strategies, attentive service, and comprehensive advice. I bring together my accounting background and licenses in Series 7 & 66 held through LPL Financial, and life insurance to make finances simple and approachable. My purpose is to build relationships and walk alongside my clients through every stage of their financial journey.

Outside of my profession, I’m blessed to create lasting memories with my four vibrant school-age daughters, all while enjoying the warmth and charm of our small-town community.

My services include:

• Financial Planning
• Retirement Planning
• Investment Management
• Legacy and Estate Planning Strategies
• Tax Strategies
• Risk Management and Insurance

As your Sr. Registered Client Service Associate, I strive to deliver exceptional customer service, providing an effortless journey and efficient communication regarding your investments with TDECU Wealth Advisors. In today's complex financial landscape, having a dedicated resource to assist you and your advisor ensures our members receive the highest level of care possible.

I bring with me over 25 years of financial industry experience and I currently hold Series 7, 66 through LPL Financial and Life & Health Insurance Licenses. I have 3 adult children who live in the Austin area. My husband David and I now live at home with our two dogs. Outside of work my passion is gardening. I love planting seeds and watching them grow. I also enjoy reading, spending time with my husband, family and friends camping, boating, and visiting our Texas beaches.