Our Team

Role:  I am responsible for overseeing the well-being of SK Advisor Network and its member firms. My focus is on managing resources wisely to ensure that we deliver advisor peace of mind, enhance client experiences, and help our team members find fulfillment in their work. I’m dedicated to finding innovative solutions to common industry challenges and sharing the sKan story with like-minded firms who have been invited to join our community.

Background:  I graduated with an engineering degree from Texas A&M University in the late ‘90s and began my career in finance by helping teachers save for retirement through fixed annuities in their 403(b) plans. Seeing the positive impact I could make, I immersed myself in the industry, gaining experience at GE Financial and Fidelity before transitioning to the RIA world in 2006. This transition marked the beginning of my specialization in investments and operations. I have since helped multiple firms grow from small to mid-size and from mid-size to large RIAs. Through these experiences, I witnessed firsthand how enterprise-level goals can sometimes conflict with the individual needs of advisors and clients, driving me to build better solutions.

Personal Note:  My wife, Hilary, and I live in Plano, Texas, with our son, Joel, and daughter, Mazzie. Our kids are competitive Jiu-Jitsu athletes, and their tournaments have taken us around the world. We embrace a “Go Big or Go Home” mindset in everything we do and enjoy camping, cooking, and exploring new experiences as a family.
 

Role:  Manage RIA operations for SK Advisor Network, encompassing trading, portfolio reporting, and providing financial planning and investment support to member firms.

Background:  Since 2008, I have built a robust operations and compliance background across the financial services industry, having held senior roles at top-tier regional wealth management firms, a national brokerage, an agricultural lender, and a large institutional investment manager. This diverse experience, overseeing $2 billion in assets, has equipped me with a deep understanding of operational efficiency, regulatory requirements, and best practices to ensure streamlined processes and exceptional client service within an RIA environment.

Personal Note:  My wife, Melissa and I live in Richland, Washington, with our daughter, Alexandria, and son, Austin. Outside the office I enjoy traveling outside the country, spending time on the tennis court, and attempting to craft homemade meals in the kitchen for family and friends.

Role:  Manage client relationship services for sK Advisor Network and the trusted relationships of member-firm clients. 

Background:  With over 20 years in the financial industry, my career began in the Wealth Management Division of Bank of Texas, where I serviced high-net-worth clients. I then spent 15 years at Smith Group Asset Management as an Investment Associate, honing my skills in marketing, client service, and operations for both institutional and high-net-worth clients. I later joined Tolleson Wealth Management as a Senior Client Service Associate, becoming the primary point of contact for a select group of ultra-high-net-worth families. In this role, I provided top-tier support for their daily financial needs, deepening my commitment to exceptional client service. Currently, I serve as the Director of Client Services for sK Advisor Network. I am eager to leverage the extensive skills and knowledge I have acquired throughout my career to deliver an outstanding service experience for our clients.

On a personal note:  I live in Dallas, TX with my daughter and two cats. I enjoy regular workouts at the gym, catching live music at outdoor venues, and attending dinner parties with close friends.

Role:  Assist sKan and member-firms with compliance responsibilities, administrative duties, client interactions and meeting preparation.

Background:  My career began at a prestigious luxury private airport, where I delivered exceptional and personalized service to high-net-worth individuals. With over 20 years of extensive experience in customer service, I have developed a strong dedication to exceeding client expectations. Transitioning into the role of a Financial Client Service Manager has honed my attention to detail and reinforced my commitment to maintaining discretion and confidentiality.

Personal Note:  My husband and I reside in Hickory Creek, TX, and are the proud parents of two daughters who are passionate dancers. Outside the office, you'll often find us at dance competitions or cheering at various sporting events. As a family, we love to travel and treasure the shared experiences and cherished moments we create together.