What inspires me

I’m passionate about supporting our advisor team as they build deep, long-lasting relationships with clients. By focusing on the details behind the scenes, I help ensure advisors have the information and resources they need to deliver thoughtful, strategic financial planning. What inspires me most is knowing that my work helps clients gain clarity and confidence around their financial future.

At Fulcrum, we take a holistic, client-first approach. We look beyond the numbers to understand the full picture, and that allows us to create solutions that genuinely support the people we work with. It’s a privilege to be part of a team that’s making a real difference for families.

How I impact my clients

I partner with our advisor team to provide the behind-the-scenes support that strengthens client relationships. This includes preparing financial analyses, coordinating information across investments, estate, and tax considerations, and ensuring our advisors have the insights they need to guide clients effectively. 

Throughout my career, I’ve worked across several areas of wealth management, including trading, investment research, and client service. That broad experience gives me a strong understanding of both the technical side of finance and the human side of client relationships—knowledge I use to enhance the work of our advisors and help deliver meaningful results to clients.

On the weekends
Outside of work, I enjoy cooking, cheering on the Seattle Mariners, and spending time with my family. I live in Seattle with my husband, two sons, and our very energetic Siberian Husky. I’m an avid skier and hiker, and I stay active in the local community through volunteer work.