Why did you choose Bernstein to grow your career?
Bernstein stands out for its singular focus on investment management, its reputation for research, and its unwavering commitment to client experience. When deciding where to build my career, I was drawn to Bernstein’s culture and the comprehensive training and support provided to each advisor. After joining the firm, it became clear that Bernstein’s distinct structure enables us to deliver personalized and tailored services to each client. While we leverage the resources that come from being a global research firm, it is our dedication to client experience that truly sets us apart in the industry. I am proud to work for a firm that is a true fiduciary and always puts the client first. We uphold the highest standards of integrity and care, both for our clients and for one another. After nearly five years with the firm, I can confidently say that the incredible people I work with every day are the driving force behind our success.
Tell me about the types of clients you work with.
My clients include a diverse group of successful individuals, families, and foundations that have built their wealth in various ways. My team and I advise on all aspects of managing wealth, from navigating business sales and complex estate and charitable plans to simplifying our clients’ day-to-day financial lives. We work with entrepreneurs and C-suite executives who have significant stakes in private companies or public stocks, as well as families with generational wealth.
We understand that having substantial wealth comes with its own set of opportunities and challenges. Our goal is to establish long-term partnerships aimed at addressing each client’s specific needs and help them achieve their desired outcomes. I also enjoy working with the next generation, providing them with the financial knowledge and support they need to become successful, informed inheritors.
What passions do you pursue outside of work?
Outside of my professional career, I enjoy spending time with family and friends. On the weekends, I am usually exploring Houston’s vibrant food scene, listening to live music, or cheering along at an Astros baseball game. I love staying active, whether it’s hiking through national parks, starting my day with a Pilates class, or enjoying evening walks along the Heights Hike and Bike trail. I also serve on the Board of Trustees for the Houston Women’s Fund and am actively involved with the Houston Livestock Show and Rodeo. During rodeo season, you can find me scoring the youth clay shooting competition or hosting at the annual wine auction.