I am a founder of OAKS Wealth Management Group and have been working in the financial services industry since 1995. A native Texan, I earned my Bachelor of Business Administration in Finance from the University of Texas at Austin and my Master of Business Administration from Harvard University. My friends become clients and my clients friends. I love what I do, especially helping my clients achieve their life goals. I am an open book on my business and my life, especially my five kids! Ask me anything. 