Designations and Licenses

Dahlia is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Dahlia works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner in 2007, Dahlia worked at a family office, supporting the client service team’s vice presidents and financial planning associates. She worked with the team to provide comprehensive financial planning to high-net-worth clients with a focus on estate planning.

Dahlia holds two Bachelor of Arts degrees from the University of Texas at Austin; one in business management from the McCombs School of Business and the other in mathematics with a focus on secondary education. She is a member of the Financial Planning Association of Dallas.

Personal Interests

In her free time, Dahlia enjoys taking her Goldendoodle, Ruben, on walks around the city with her husband.