During the last 25-plus years I have been extensively involved in all aspects of our work with clients, tackling investment and financial planning issues. I am particularly passionate about helping women get smarter about money – and to see the ways in which they already have money competence. I strongly believe in a culture of continuous learning – whether that applies to investment strategies, new financial planning opportunities or strengthening our team. To that end, I ensure that we continually improve our clients’ experience, encourage innovation and spur growth. This has become increasingly important during the pandemic. The combination of our dedication our clients’ positive financial outcomes and our embrace of an experimental mindset has helped us evolve and grow as a team in new ways.

In addition to community service work we do as a team, as a member of the Financial Planning Association, I participate on the pro bono committee that provides financial planning to underserved communities.