What inspires me

I’m passionate about building deep, long-lasting relationships with clients and helping them reach their goals through thoughtful, strategic financial planning. I take the time to truly understand what matters most to each client, personally and financially, so I can provide tailored guidance and serve as a trusted partner in their lives. There’s nothing more rewarding than helping someone 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 work with a select group of clients as their outsourced family office, offering support across a wide range of financial matters, from investment strategy and portfolio management to estate and tax coordination. I draw on my background in financial analysis to uncover opportunities, develop actionable strategies, and help clients make informed decisions.

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, and how to bring them together to deliver meaningful results.

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.