Financial Planning Assistant
Vivian loves a good story. Born in upper state New York, her adventures really begin in Texas. Her passion for writing brought her to Baylor University then University of Texas (Austin) where she graduated with a Journalism degree. In her studies, she learned how to transform complex concepts into straightforward ideas. Her education and experience led to a career in the communications and public relations.
Vivian joined the team in 2022 as a financial planning assistant. She enjoys facilitating communication between advisors and clients. She finds it fulfilling to play a part in helping clients reach their financial goals. In her spare time, she studies Bible stories at her neighborhood church. She attends with her amazing husband of over 23 years and her two teenage children. Vivian also writes children’s Christian fiction. She dreams of adding “published book author” to her list of accomplishments. Vivian can’t wait to meet you and hear your story!