About Us

Mendi has worked in the financial services industry for over 15 years. She started her career at JPMorgan as an Investment Data Operations Specialist and most recently was the Director of Operations at a boutique RIA firm. She holds a bachelors degree in Business Administration with a concentration in Finance from Texas Tech University and was formerly Series 6, Series 63, and Life & Health licensed.

With a commitment to quality, Mendi seeks to provide the best possible end-to-end experience for every client. 

Mendi currently lives in the Dallas/Fort Worth area with her husband, Dave, daughter, Emma and yorkie, Pickles.