I am honored to be a part of the Quartz Financial Team. Prior to joining Quartz, I worked as an operations specialist for UBS Financial Services, Inc reporting to multiple offices throughout Central Texas.
My role as a Wealth Management Service Assistant allows me the opportunity to meaningful interact with all aspects of our company, from collaborating with Lori Dumas and the LPL operations service group, to learning the process and nuances of family offices services through our Managing Partners, Shane Moore and David Rust.
I hold a B.A in Economics and a Certificate of Corporate Entrepreneurship from the University of Houston. I have passed the Securities Industry Essentials exam and currently am studying for the Series 7 exam.
In my spare time I enjoy spending time with my wife, son and three dogs. I also am an avid sports fan and enjoy traveling and different world cuisines.