My path to managing wealth wasn’t necessarily typical. In previous roles, I found myself being called to help others to organize and design their investment strategies. When I had the opportunity to work more closely with a myriad of relationships, I jumped without looking back.
Through my previous experiences working in the institutional investment and private equity worlds, I have built a unique foundation in financial analysis, deal structuring, and capital market strategies. This skill set, combined with my commitment to building long-lasting relationships enables me to help families align their portfolios with their values and goals.
My passion for helping others extends outside of my profession. I am actively involved in giving back to my local community through volunteering and fundraising. One area of focus that I am deeply passionate about is accessibility to early childhood education.
