Professional Experience
Vanessa joined ML&R Wealth Management in 2013 and specializes in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives. Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) with over 10 years of experience in financial services. She helps clients work through complex financial issues and partners closely with their tax, legal, and insurance advisors to ensure a comprehensive and coordinated approach. Vanessa believes in giving clients solid, unbiased advice and building relationships that make a tangible, positive difference in their lives.
Previously, Vanessa gained experience at Dimensional Fund Advisors, a global investment management firm. Her background in providing capital markets research, regression analysis, and multi factor-based portfolio theory has enabled her to help individuals, families, and institutions design portfolios and plans to achieve their financial goals.
Industry Focus
- Wealth Management
- Investment Management
- Financial Planning
- Education & Estate Planning
- 401(k) Retirement Services
- Institutions & Nonprofits
Education
- The University of Texas at Austin - Bachelor of Business Administration in Accounting
- The University of Texas at Austin - Master in Professional Accounting
Community
Current
- Preservation Austin, President Elect
- Preservation Austin, Historic Homes Tour Event Chair
- KIPP Austin Alliance, Event Committee
Past
- Ballet Austin Guild, Treasurer
- Preservation Austin, Treasurer
- Con Mi Madre Sponsorship Committee
- Foundation Communities, Tax Prep Volunteer
- KIPP Austin ‘To and Through College’, Mentor
- Cystic Fibrosis Foundation BREATHE, Board Member
- Celebration of Life Luncheon, Planning Committee
Affiliations
- American Institute of Certified Public Accountants
- CERTIFIED FINANCIAL PLANNER ™
