Current Role and Professional Background:

As Financial Planning Analyst, Isabella works with our Senior Financial Advisors to service client accounts, prepare presentations and financial analyses, and address our clients’ financial advisory needs. Prior to joining Goodman Financial, Isabella attended the University of Houston’s Personal Financial Planning Program where she was able to prepare for her role through participation in Financial Planning Projects, including Financial Planning Challenge, a case study hosted by the Financial Planning Association, Ameriprise Financial, and the CFP® Board. During her time at the University of Houston, Isabella also had the privilege of completing two wealth management internships with other Houston-based investment advisory firms.

Education:

• Bachelor of Business Administration in Finance, University of Houston, 2024