I joined Merrill Lynch Wealth Management as a Senior Financial Advisor in 2014. I have over 21 years of financial services experience starting my career in 1993 at Fidelity Investments. I have extensive experience in helping clients in the areas of long-term investments, estate planning services, pre-retirement planning, and retirement income strategies. I am a partner with the team of Friebel Allizadeh Hudson DeLoit which has over 175 years of collective experience in the financial services industry servicing clients that include successful business owners, executives, professionals, and retirees. We adhere to a disciplined process that delivers a consistent yet personalized wealth management experience based on attentive service, consistent risk-adjusted performance, and regular communication. Through regular reviews, we are able to track a client's progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life or business. I would welcome a connection if: - You want to hear more about our wealth management process - You are in need of customized financial advice - You are an organization considering a Request for Proposal for you employer sponsored retirement plan - You are a CPA or attorney interested in providing a resource for your clients I earned my undergraduate degree in Finance from the University of Texas at Arlington and a MBA in Financial Planning from the University of Dallas. Based in The Woodlands, Texas I am able to serve individuals in the Houston metropolitan area 