Office: firstname.lastname@example.org Sugar Creek Center Blvd., Suite 100Sugar Land, Texas 77478Category: Financial Services, InvestmentsWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.The use of the CDFA designation does not permit Wells Fargo Advisors or its financial advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Though I have been with Wells Fargo Advisors and its predecessor firms for more than 20 years, I began my wealth management career in 1998 with Prudential Securities. I became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and then sought out and achieved the Certified Divorce Financial Analyst (CDFA®) designation the same year.I have a Bachelor of Science in Industrial Distribution from Texas A&M University.I reside in Sugar Land, TX, with my four-legged children (two cats and a dog), and I have four sons, one of which who still lives at home. In December 2019, I had the great pleasure of becoming a first-time grandma when my grandson made his debut.Organizing events and being active in my community are two of my passions. I am the self-appointed social director in all aspects of my life – from hosting and cooking for family and friends to organizing client events. I recently became a board member of the Parks Youth Ranch in Fort Bend County and a board member of the Literacy Council of Fort Bend County. I am also a board member of the Houston Business Cabinet and a parishioner and lector at St. Theresa Catholic Church in Sugar Land.CAR-1220-02410The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
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