Chief Operating Officer
“The investing that we do is an expression of the values of our clients. That’s both a great responsibility and an enormous opportunity.”
What inspires me
I am passionate about fueling innovation and continuous improvement to create an exceptional experience for our clients.
How I impact my clients
As Fulcrum’s Chief Operating Officer, I do more than pay ruthless attention to operational detail. With more than thirty years of involvement in wealth management, I focus on bringing the front-office and back-office together. Roles in relationship management, sales and marketing, operations management, and systems management at both small and large wealth management organizations have given me a rare and valuable management perspective. No matter the effort, my approach is consistent: Identify the challenge. Create a sustainable solution. Lather, rinse, repeat.
On the weekends
A classically trained musician, I appreciate the precision and artistry necessary for optimal performance – Chopin, watch out! When not playing with Edward, the wonder-corgi, I aspire to a 4.5 U.S. Tennis Association rating, and spend as much time as possible with treasured family and friends.
- Member, Financial Planning Association
- Member, Puget Sound Financial Planning Association
- Bachelor of Arts, Biology and Music, Pacific Lutheran University
- Certificate in Financial Planning, Boston University