“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. ”
JOIN DATE: 2019
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. In 2019 I joined Willow Creek as wealth advisor to bring my insights from working with giant institutions toward helping individuals and families to better shape their financial well-being, their lives, and their world.
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.
As a member of Willow Creek's Sustainable Investing Committee, I help clients to align their portfolios with their values. 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.
ON A PERSONAL NOTE:
Originally Published in North Bay Business Journal April is Financial Literacy Month, and as a Certified Financial Planner®, I can tell you stories upon stories of how beneficial it is for parents to start early in teaching their children about money. I can also share myriad stories about how a lack of financial knowledge has […]
Read More… from Healthy Boundaries are Crucial, Especially with Finances
Originally published in North Bay Business Journal Earlier this month, our Willow Creek team was thrilled to have been voted one of North Bay Business Journal’s Best Places to Work in 2021. As a newer member of the team, I have been so grateful to work with such seasoned advisors, especially following a decision I […]
Read More… from A Mid-Life Career Change and Finding My Best Place to Work
The GameStop story dominated the financial news cycles last month, and with good reason: it is a gripping narrative illustrating the drama of the stock market (and perhaps will have repercussions that could change fundamental aspects of investing). This story has passion, energy, and of course, winners and losers. How very fitting that one of […]