As a lifelong lover of literature and history, I bring a unique storytelling perspective to the world of finance. As the Director of Marketing at BSW Wealth Partners, I am responsible for shaping and nurturing the firm’s brand through strategic and creative...
With over two decades’ experience in the asset management industry, I often think to myself how did I get here? It was a passion for excellence, a thirst for knowledge, a desire to be impactful, and a contagious love of life that led me down a path to BSW. As...
I serve as partner and Chief Operating Officer of BSW Wealth Partners. As chief operating officer, I manage firm-wide business operations to create an exceptional experience for clients and staff. I work closely with the management team to direct, manage and oversee...
As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which...
As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients...
