What inspires me
I enjoy solving problems and finding ways to make things work better. I’m energized by bringing organization to complex situations, improving processes, and helping the people around me succeed. There’s something especially rewarding about finding a thoughtful solution that makes a meaningful difference for both our team and the people we serve.

How I impact my clients
With more than nine years of experience in financial services, I began my career as a financial advisor working with public sector retirement programs before moving into wealth management and a more personalized, relationship-focused approach to serving clients. Today, my focus is on client service operations, helping ensure a smooth transition to our firm and providing thoughtful, efficient support throughout each client relationship. I work to make sure the details are handled carefully and consistently so our clients and wealth management team can focus on what matters most.

On the weekends
Outside of work, you’ll often find me cheering on my daughter at her dance performances, getting lost in a good book, or searching for a great thrift-store find. I also enjoy hiking and exploring new towns whenever I have the chance.