Number of clients: 370
Client minimum: $1 million
Asset management fee: 87.5 basis points on first $1 million; 50 basis points on $1 million to $3 million, with additional break points at $3 million and $5 million
Planners in firm: 2
Professional accreditations: CFP
Education: BS, University of Houston, petroleum land management; accepted into Tulane University Spring 2008 MBA program
Previous incarnations: Oil and gas industry land management consultant; stockbroker; Schwab branch representative
Industry/community involvement: Planned Giving Council of Houston; Houston Estate and Financial Forum; River Oaks Business Women’s Exchange Club
Outside interests: Student pilot