Why Use This Tool?

Sequent was formed in 2008 as a multi-family office and professional investment management firm dedicated to serving a select number of client families and their needs. We decided early on that what we were seeking to create was a boutique firm, a firm focused on serving highly ranking corporate executives and families that have, had or will have a closely-held business.  Having spent time at large organizations we were well aware of the distractions that come with managing large staffs of people along with overseeing the company itself.

We provide a holistic service approach that includes:

• Personal financial counseling, including estate and tax optimization strategies for individuals and businesses;
• Investment management of personal, corporate and trust holdings;
• Closely-held business consulting including succession planning;
• Family Office services including tax preparation, broad based concierge and multi-generational services;
• Personal and charitable trust consulting services including fiduciary administration and tax management; and
• Estate and probate administration and consulting.

I joined Sequent in 2010 and currently serve as Financial Advisor. I'm responsible for the strategy, development, and implementation of a client's personal financial plan, as well as assisting with the daily processes necessary to run an efficient family office.

I graduated from Texas Tech University in Lubbock, Texas with a Bachelor's of Science degree in Communication Studies and a Master's of Science degree in Personal Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™ and am currently studying for Level 3 of the Chartered Market Technician (CMT) exam, which specializes in the analysis of market data through technical analysis. I'm active in the community, as a member of the Big Brothers Big Sisters of Greater Houston, Houston Squash & Racquet Association, Houston Golf Association, and a Memorial Park Softball League.  My main passion outside of the office though, is traveling and exploring cultural differences across the globe.