In my role as a financial advisor at Bernstein, I apply the same relentless focus and drive on behalf of my clients as I have in crossing the finish lines of 39 full marathons and five 50-mile ultra-marathons. Integrity, hard work, empathy and passion are core to who I am. As a single mother to two young adults, I worked tirelessly to communicate my values through example and by exposing them to experiences that would help them develop an appreciation of their privilege and responsibility to give back.My 28+ years of experience in financial markets began at a start-up where I learned to be independent and figure things out for myself. For the past 15 years, I have had the dream job that I would have never been able to articulate had I not been willing to take on the risk of a new challenge. Measured risk-taking, after all, is an essential component of achieving success beyond expectations. This was a key learning from the year I spent in Sierra Leone while a college student enrolled at Smith. My awareness of the world and appreciation of different cultures and family values inform my work as an advisor in countless ways. I bring clarity to complex challenges by understanding the big picture and creating an action plan to move forward.I am a fierce advocate for my clients and take my responsibility to always act in their best interest extremely seriously. My clients are busy, successful and demand excellent service. They include individuals and single and multigenerational families who value transparency and clear direct communication. I have extensive experience working with corporate executives, private business owners, complex divorce situations, prominent public figures, nonprofits, foundations and endowments. By fully leveraging the depth and breadth of resources at Bernstein, I can focus on what I care about most—taking care of my clients and helping them achieve their goals.
Listed skills include Series 7, Series 63, Capital Markets, Finance, and 1 others.
