I began my financial planning career in 1990 as an employee of a large national financial services firm. I quickly realized that being an employee of a firm that had its own products and services to sell was not the ideal career path...

My financial services career began in 1994 with a large national firm. I soon realized that most “financial advisors” were salespeople working for companies who manufactured financial products that they wanted to sell to...

I began my financial planning career in Houston, where I built a strong foundation working with clients from diverse backgrounds and financial needs. After several years in the industry, I’ve proven myself as a dedicated advisor with a ...

I started my financial services career in 2023, although it really began in 2017 during my high school internship here at Oaktree Financial Advisors. That internship was what solidified my decision to pursue a career in finance. My...

Since joining Oaktree in 2010, I have worked closely with new and existing clients to help with any questions or requests they have. I schedule client meetings with our advisors, schedule and coordinate client communications and I...

As the newest member of the team, I am enjoying getting to know our clients. I have an extensive background in customer service and relationship management that are beneficial in my day-to-day activities here at Oaktree.