What inspired you to join Bernstein?
I was drawn to Bernstein because of its rare balance of intellectual rigor and human connection. The firm’s industry renowned research and collaborative culture empower me to walk alongside clients as they navigate pivotal transitions—whether preparing for a liquidity event, stewarding wealth across generations or aligning their resources with philanthropic goals.
What is the most fulfilling aspect of being an advisor to your clients?
The most rewarding part of my work is seeing clients experience enhanced confidence—transforming what once felt overwhelming into a financial plan that is clear, actionable and meaningful. I treasure the moment when someone recognizes that their wealth is not only being managed but also aligned with their life and aspirations. For me, wealth is more than numbers on a page—it’s a tool for living fully, giving generously and creating a legacy that reflects a client’s values.
What passions do you pursue outside of work?
I’ve always been passionate about the arts and the way they connect us as humans—through story, music and shared experience. I consider myself fortunate to be a Houstonian, with the ability to enjoy such a rich cultural scene. Outside of the arts, I cherish time with my husband and young son, whether we’re exploring the city, traveling or spending weekends at the field watching him play.