After spending eight years working with large institutional investors, I felt a strong desire to work with clients where I could make a direct impact and see the results. Wealth management seemed like a natural choice.
I realized previous roles felt transactional with the clients. Private wealth management is very relationship-driven, allowing me to build a more personal connection. The day-to-day variety, complex questions, critical thinking, and being able to come up with creative solutions make my work very rewarding.
One area of focus is working with women going through significant life transitions, such as divorce, selling a business, or the loss of a partner or loved one. These situations require a great deal of care and compassion. I believe that my own personal experience, combined with 13 years in the industry, has given me an understanding of the sensitivity and care needed during these challenging times. This understanding allows me to provide clients with the assurance of security for their future, as well as the future of their family and future generations.
