In my role as a team leader and wealth manager at Fulcrum, I specialize in helping clients achieve their goals with a results-focused approach that respects their values and priorities. Our clients rely on us to manage their investments, explain things clearly and honestly, and guide them through important financial decisions.

 

I joined Fulcrum in 2017, became Chief Investment Officer in 2018, and stepped into the CEO role in 2022. My 35 years in the industry goes beyond managing investments and planning for individuals and nonprofits – I’ve been an impact investor, launched and led a trust company, helped business owners plan their exits, and managed assets for institutions. These experiences, combined with my firsthand perspective as a business owner and nonprofit board member, have strengthened my ability to deliver meaningful results while staying true to what matters most to my clients. At Fulcrum, this work is always a collaborative effort – drawing on our team’s diverse expertise and building relationships where clients feel both well-informed and genuinely cared for.