Lupe joined Crossmark in 2008 and currently serves as a Senior Wealth Management Associate. In this capacity, she assists with building new client relationships, portfolio analysis, trading, and providing the superior client service needed to help existing clients meet their investment goals. Before her current role, Lupe served as a senior investment administration associate and was responsible for reporting, overseeing new account processes, portfolio performance research, and analysis. Lupe earned her B.B.A. in Finance from the University of Houston–Downtown. She also holds a FINRA Series 7 license. Lupe enjoys traveling and taking long walks with her husband and Italian mastiff.