CA Insurance License Number: 4127618. Resident State TX

Focus

“My goal as a Financial Advisor is to build long-term, collaborative relationships with my clients to help build and preserve wealth. I work with many generations, through various market cycles and milestones, to provide informative guidance and trusted advice to assist them in making decisions that are in their best interest.”

Background and Experience

• After growing up in San Antonio, I attended Texas State University where I obtained a Bachelor of Business Administration degree in Finance.

• Before joining Wells Fargo Advisors Finanical Network, I worked for 15 years with Morgan Stanley. My experience also includes positions in the trust departments of Bank of America and Frost Bank.

• With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER^® certification from the College for Financial Planning. For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

• Five Star Wealth Manager 2025*

Away From the Office

• I am proud to call the beautiful town of New Braunfels my home, where I live with my two dogs.

• In my free time, I enjoy traveling, hiking, live music and quality time with friends and family.

I also participate in many local civic and community organizations including Alamo Area Partners for Animal Welfare (AAPAW).



* This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/30/2024through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1649 Austin, San Antonio and Central Texas-area wealth managers were considered for the award; 91 (6 % of candidates) were named 2025 Five Star Wealth Managers.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser(RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visitwww.fivestarprofessional.com.

CA Insurance License No. 0K34052. Resident State TX


Focus

“My passion is helping people reach their work, life and retirement goals. I take the time to listen to what each person wants to achieve then develop strategies to help build and preserve their wealth. I take pride in customizing investment plans and delivering trusted advice and guidance with the highest level of personal service and professional integrity.”

Background and Experience

• I grew up in San Antonio, earned my undergraduate degree from the University of Virginia, volunteered as a soccer coach, and sang a cappella music.

• I worked for several years in Los Angeles as a writer, actor, producer, and singer/songwriter.

• I then earned both my Law Degree and my Master's Degree in Alternative Dispute Resolution from Pepperdine University School of Law, and served on the editorial board of the Pepperdine Law Review.

• In addition to representing, advising, and counseling business professionals, entrepreneurs, entertainers, and several families caring for family members with special needs, I also have taught trial advocacy as an Adjunct Professor of Law, and have proudly served as assistant district attorney for Bexar County.

Away From the Office

• I live in San Antonio with my wife, our two daughters, and our dog and cat.

• In my spare time, I enjoy singing and playing guitar, or chipping away at one of the seventeen books on my bedside table.

Focus

"My goal is to provide exceptional service as I help our clients by answering questions and working to resolve service items accurately, timely with patience and kindness.”

Background  and Experience

• My strong work ethic and deep understanding of our practice's systems and resources helps me handle each client request.

• I take a proactive approach to ensure that all our client’s day-to-day needs are handled efficiently, and with a smile.

• I have been with the practice since 1996, and have over 20 years of financial industry experience and over 30 years of administrative and clerical experience.

Away From the Office

• Originally from San Antonio, I enjoy spending time with my family and friends, and love the outdoors.

Focus

I am proud to be the newest member of the Conservant Capital team!

My primary focus will be to support the financial advisor team so they can dedicate their time and expertise to providing exceptional service and guidance to our clients. I will also lead collaborative marketing and business development efforts to help guide future strategies for the practice.

Background and Experience

I grew up in the San Antonio area. After finishing school, I joined USAA where I spent 20 years working in Property & Casualty and Investment Management companies. 

After USAA, I spent 19 years with Rackspace Technology, developing and leading large teams.  

Away from the office

I enjoy cooking, traveling, listening to music, and spending quality time with my husband, children, family, and close friends.