“What is your ideal life? What sustains your prosperity and joy? There’s nothing that brings me greater joy than helping others connect their wealth with their personal answers to each.”
After nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial services and have held a range of institutional-level positions across management, trading, client service, and marketing. My approach to client care is grounded in my belief that financial freedom often inspires greater generosity, which is where true fulfillment is found. On the wealth management front, I love deconstructing financial complexities into elegant solutions, and empowering people to make more joyful decisions with their money and their life.
I have been an advocate for women in investing for my entire career. I host our Women’s Circles, which are gatherings where women come together to explore and share wisdom on topics relating to money and values. These rich conversations are designed to build community, connection, and understanding.
Being a part of the community and supporting the shared values of human well-being and environmental sustainability are part of what is fulfilling to me in my career. I am passionate about connecting with community members and sharing my expertise in sustainable investing, including my work on the Ceres Community Project Finance Committee.
