I believe my genuine care and empathy cultivates a sense of ease that contributes to peace of mind and betterment for my clients. I strive to reduce my clients’ worry and enable them to live their life with convenience.

Meaningful connection is important in my relationships at work and at home, but also in my community, which is demonstrated through my passion and dedication to volunteerism. I engage in collaborative partnerships that are positive, thoughtful and forward thinking and regularly explore opportunities to leverage the expertise of internal partners.

I prioritize responsiveness and efficiency, which are showcased in my aptitude for critical thinking and ability to multi-task. I am curious and seek to understand what matters most to my clients and their families and align my enthusiasm and perseverance with their ambitions. I implement a multi-faceted approach to caretake my clients’ wealth, providing strategic and tailored solutions to support their dynamic and often complex needs.

Outside of work, I am an avid volunteer in my community, and enjoy spending time with my family.