As the firm’s Operations Manager, Denise is responsible for overseeing the day-to-day operations of the firm, and for making sure that everything operates smoothly and efficiently, so that the firm’s advisors and staff can concentrate on serving the needs of the firm’s clients.
A seasoned veteran, Denise began her career in the financial services industry in 1997, and served a variety of operational and executive roles for both broker-dealer and investment advisory firms. Over the course of a decade, Denise served as branch manager, securities principal, and financial operations principal.
In 2007, Denise left the financial services industry to build a healthcare business with her husband that specialized in skilled home health and hospice services. Their business grew to serve thousands of patients annually in the central Texas region, from Waco all the way to San Antonio, and was acquired by a national healthcare company in 2016. After taking a few years off to spend with her young family, Denise returned to the financial services industry, when she joined our team at Per Stirling as the Operations Manager in 2020.
Denise grew up on a small farm in east Texas, which she left to attend college in Austin, obtaining her Bachelors of Business Administration from St. Edward’s University. She now lives in Round Rock with her husband and three children. In her spare time, Denise enjoys caring for her family, all things health and fitness, and volunteering at school and church.