President
CurrentIn my role as president of the organization, I design and implement the firm’s strategic vision, build new client relationships and foster existing ones. In addition, I continue to consult and advise individual clients. Finally, I help my team learn, grow and develop into the next generation of customer-centric financial advisors.Wealthstream works with a diverse group of clients, including executives, professionals, women in transition, small-business owners, entrepreneurs and retirees. We offer personalized, in-depth financial planning and unbiased investment management services. We are fiduciaries, acting in your best interest. Your Wealthstream team has years of experience in the financial industry and has earned multiple designations and credentials, including Certified Financial Planner practitioner, Certified Public Accountant, Chartered Financial Analyst and Personal Financial Specialist.
