Who We Are

My career as a financial advisor began in 2003 with VALIC, and in 2008, I chose to become an independent financial advisor/planner.  By making this move, I have been able to better serve my clients and offer a broad, comprehensive range of services and products.  In 2013, I began contracting with Cambridge Investment Research, an asset management firm that allows me even greater flexibility and access to financial products that meet my clients’ needs as an independent investor.  Currently, I'm Vice President at Synergy Wealth Management, an aggregate of cooperating independent investors.

I earned my business degree from University of Houston Downtown in 2006, and later earned the designations as a ChFC® (Chartered Financial Consultant®) and RICP® (Retirement Income Certified Professional®). These designations have provided me with extensive knowledge of tax, trust, and product issues. I am licensed to provide any financial service in the states of Texas, Florida, and Washington.  

Born and raised in Lake Charles, Louisiana, I have lived in the Houston area for over 40 years.  Together with my husband of over 40 years, I have two grown children and three young granddaughters. In my free time, I enjoy volunteering with the Alief Education Foundation, supporting several animal rescue organizations, and acting in community theater.

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As my client services manager, Karen is new to the world of finance.  She spent seventeen years at varying levels of the education sector, but now brings her creativity, writing skills, software capabilities, and passion for training peers to support me as I continue my mission to help women and all people to secure their financial futures.   Karen earned a bachelor’s degree in business from Texas A&M University and a master’s degree in education from the University of Texas at Arlington. She has lived in the Houston area for over 35 years and enjoys suburban life with her spouse and way too many animals.