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 in providing comprehensive financial planning to high-net-worth clients with a focus on estate planning.

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

Personal Interests

Dahlia and her husband have two wonderful children and a lovable goldendoodle. She enjoys playing with her young kids, traveling and spending time with family and friends.