Vanessa joined ML&R Wealth Management in 2013 and assists clients 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®). The CFP® curriculum focuses on financial planning, investment consulting, estate and asset protection planning, tax planning, and employee benefits planning.
Vanessa began her career at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. At Dimensional, Vanessa provided educational and analytical support related to capital markets research and holistic portfolio management to financial advisors across the country.
- Wealth Management
- Investment Management
- Financial Planning
- Education and Estate Planning
- 401(k) Retirement Services
- Institutions & Non-Profits
The University of Texas at Austin
Bachelor of Business Administration in Accounting
Master in Professional Accounting
Current: Preservation Austin, First Vice President; Preservation Austin, Historic Homes Tour Event Chair; Ballet Austin Guild, Treasurer; KIPP Austin Alliance, Event Committee
Past: 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
- American Institute of Certified Public Accountants (AICPA)
- CERTIFIED FINANCIAL PLANNER ™