The decade I spent living in DC combined with my educational background in Women’s Studies, Music and International Affairs has shaped who I am, including my approach to wealth management. I believe in taking a creative approach to help individuals and families achieve their personal and financial goals. This may include sustainable investment strategies, philanthropic goals or generational wealth transfers. What is important to me is building long-lasting relationships based on mutual trust and respect. It is my goal, as an advisor, to help you develop a sense of financial confidence and security.
I began my career in wealth management in 2013 and have worked at several large firms before making the transition to BSW. My decision to join BSW was driven by my desire to work with like-minded, impact-oriented individuals who have come together under a common goal: to make life better for clients, employees and the community. Throughout my career, I have always been a leader in my firm’s women’s networks. Advancing women and minorities in an industry where they are underrepresented is critical. So when I found BSW, a female-founded firm, I was thrilled.
I graduated from The George Washington University with a major in International Affairs and Women’s Studies and a minor in Music. In 2020, I became a CERTIFIED FINANCIAL PLANNER™. Originally from Connecticut, my love of the great outdoors has brought me to Colorado. Outside of the office, I spend my time running, hiking, biking, reading or playing the violin. I also very much value my time with my family and two orange cats.
Education, Accreditation, Leadership and Service:
- BA, The George Washington University, Washington DC
- Series 7, 66 and 3 licensed
- CERTIFIED FINANCIAL PLANNER™ certification
- Board member, Women Impact Investing Network (WIIN)