We are pleased to feature the following members as our FPA Member Spotlights for the month of March. We will be spotlighting two members each month as a way to recognize them and to show how awesome our members are! We encourage all like-minded professionals to consider joining the FPA so that you can be a part of the FPA Houston community. If you would like to be considered as a future member spotlight, please contact execdir@fpahouston.org.  

The more we grow as practitioners and planners, the better we serve our clients.

Title/Firm: Sr. Partner Account Manager at Human Interest 401(k)

Joined FPA: April 2023

Practice Area/Specialty: 401(k) - Integration with over 400 Payroll Providers. 

What is your favorite vacation destination? Anywhere in the world that is new to me, I prefer cities over beaches anytime! 

What fun or interesting thing are you 'known for'? I cook bougie, delicious food and entertain a lot! 

Title/Firm: Managing Partner/Wealth Advisor at Wealth Partners Alliance

Year 1st Attained the CFP Designation or Joined FPA: CFP was 12/10/19 and I joined the FPA in 2023

Practice Area/Specialty: We specialize in Private Wealth Management as a firm, but I love working with women

Other Educational Background: Along with my CFP I also have my CDFA

What is your favorite vacation destination? Everywhere! It is a big world out there and every where I have been holds a special place with me. My goal is to continue to explore new locations and different cultures

What fun or interesting thing are you 'known for'? I love playing Pickleball and am definitely a foodie

Upcoming Events

March Chapter Meeting

March 26, 2024

11:00 a.m. to 1:30 p.m.

The Briar Club

2603 Timmons Lane, Houston, TX

NexGen Study Group Meetup

March 28, 2024

6:30 p.m. to 8:00 p.m.

Virtual

NexGen Bowling and Bocce

April 30, 2024

5:30 p.m. to 7:30 p.m.

Pinstripes

3300 Kirby Dr, Suite 3A, Houston, TX 77098