I joined my father in the business in 2008 with a vision to serve the people he had served for so long. I instantly realized I am most fulfilled helping clients make big and small decisions that impact their lives intimately by being their life advisor and sounding board. This realization helped us make the holistic financial planning process, not just investment management, the backbone of our practice.
Learn More About Me
What has been your best financial move?
Aside from the wonderful benefits that come from investing from a young age, my best financial move was buying my first home at the bottom of the Great Recession. I had just finished graduate school, and the timing just worked – I was old enough to have saved for a down payment, but not old enough to have had real estate going into the recession. Now, the best financial move for MY SOUL occurred when I took that equity from my first home and rolled it (and my heart) to the small town of Roslyn where I built my first home from scratch.
What are your hobbies, and how did you get into them?
I have been a volunteer firefighter with the Roslyn Fire Department for quite a few years, but with baby number 1 entering the world in 2025, I’ll be stepping away from that for a while. Once I get my sea legs as a new mom, you’ll most likely find me working on house projects with my fiancé, Eric, as well as mountain biking in the summer and skiing in the winter. My favorite travel experiences overseas have been through bike trips.
What is one thing you will never do again?
Build a house! Just kidding. I’ll be building again in 2025, just with much more knowledge and experience in my back pocket this time, as we add a garage studio to our property. Building is very stressful, and I always say I won’t do it again. I didn’t hire a home builder the first or second time I built, and I made many mistakes along the way. But I will say, it does feel great to have this experience in my life so I can talk with clients who have home-building dreams.