What is the most fulfilling aspect of being an advisor to your clients?
What makes my job as an advisor fulfilling is the opportunity to help others connect their wealth with their purpose—be they innovative business owners, high-impact women or philanthropic organizations. My greatest professional joy comes from witnessing those I work with lead lives that are not only financially successful but also deeply enriched by meaning.
I love listening to the unique stories, aspirations and challenges of my clients, as these conversations help us uncover what truly matters. By understanding what makes money meaningful for them, I craft custom wealth plans and investment strategies, leveraging our outstanding investment platform with unique access to both public and private markets.
I have discovered my own purpose by helping others build a legacy of fulfillment, whether through facilitating transformational gifts, constructing multigenerational wealth plannings, or optimizing the outcomes for a business owner’s transition.
Tell me about an example of how you helped someone find purpose in their wealth.
One of my most rewarding experiences has been working with a business owner and his family over the years. I vividly recall our first meeting, where he shared the story of his family’s journey in building the company he now leads. By asking questions, offering him the space to express himself, and deeply listening, we uncovered his priorities together.
After hearing him speak, I asked if I could share what resonated with me. I told him that I heard a profound family narrative, centered around his deep commitment to his legacy and that of his family. It was crucial to him to ensure fair treatment for his children, some of whom were not involved in the business; to care for his employees, who had shown decades of loyalty; to foster business growth while honoring past achievements; and to navigate uncertain times ahead.
He looked at me, smiled, and nodded—a true “aha moment.” By taking the time to go beyond the obvious, we clarified his purpose and established a destination that has guided all our planning and investment decisions.
Which personal accomplishment makes you proudest?
Motherhood is the most profound and rewarding adventure I’ve undertaken. As my husband and I journey through life with our two daughters, each moment—whether bustling with chaos, brimming with laughter, or touched by heartache—adds depth and richness to our shared story.
With my oldest daughter, I have enjoyed the moments spent encouraging her in her academic pursuits and swimming, helping her to celebrate her achievements and to embrace her setbacks as steppingstones for growth. My youngest daughter, full of life and energy, brings a vibrant spirit to our family. Helping her learn new things has been a testament to the power of perseverance, and witnessing her thrill in newfound independence is a constant reminder of the beauty in small victories.
My husband and I do our best to instill in our girls a sense of hope and optimism that empowers them to approach challenges with courage and curiosity.