Pardis works with business owners, corporate executives, corporate retirees, helping clients navigate comprehensive financial planning, investment management, tax-efficient planning.

She takes a client-centered and comprehensive approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Pardis earned an MBA in Finance and Accounting. Her educational background supports a thoughtful and comprehensive approach to helping clients navigate important financial decisions.

Outside of work, Pardis enjoys traveling, discovering new places, spending time with family and friends, and giving back to her community.

Serving clients in and around Kingwood, TX.