Home: Austin, Texas
UT Dallas Degree: BA – Economics & Finance, Magna Cum Laude, 1991
Profession: Senior Vice President, Frost Wealth Advisors
I help successful people make smart decisions about their money. Additionally, I assist clients in reaching their financial goals by creating a roadmap to guide them and offering ongoing advice as changes arise.
My Economics & Finance degree from UT Dallas has been instrumental in my success. I even still use formula sheets saved from some of my finance classes. UT Dallas taught me not only the information I would need, but how to apply the information in real world situations.
Since graduating from UT Dallas, I have received the following honors/accolades: Certified Financial Planner Practitioner; General Securities Representative with the Financial Industry Regulatory Authority (“FINRA”); General Securities Principal; Registered Options Principal; Registered Municipal Principal; General Lines Agent for Life, Accident, Health & HMO Insurance; Honoree in 36th Edition of Who’s Who in Finance & Business; Honoree in 26th Edition of Who’s Who of American Women; Texas Monthly Five Star: Best in Client Satisfaction Wealth Manager.
Work hard, learn the material (do not just memorize to pass the tests!), pay attention to details, be proactive about networking, do what you say you are going to do, do the right thing, and you will succeed in whatever it is you choose to do.
