meet vanessa

As a wealth advisor and financial planner, Vanessa assists individuals, families, and non-profits to develop long-term investment strategies based on Nobel-prize winning research. Vanessa sees her role as her clients’ chief financial officer – someone who can view their financial situation with the perspective needed to help them make smart financial decisions that are aligned with their goals and values.  Her passion for economic security leads her to frequently speak on topics including the science of investing, the women’s retirement gap, and the value of conflict-free financial advice. Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She graduated with a Bachelor of Business Administration and Master of Professional Accounting from the University of Texas at Austin.

Vanessa lives in Austin, Texas with her husband Mac, sons McCammon and Holden, and yellow lab Boone.