What’s the best way for people to put their wealth in perspective?
I think the best way to put wealth in perspective is to remember that it is a means, not an end. Wealth creates choices: how you spend your time, care for your family, strengthen your community, and build a legacy that lasts. With those choices come opportunities and responsibilities, and I help my clients navigate both.
My most meaningful conversations with clients do not focus on outperforming a benchmark; they are about making thoughtful decisions when the stakes are highest. My goal is to help clients use their wealth intentionally, so it supports the life, legacy, and impact they want to create.
What differentiates you from other advisors?
I work primarily with ultrahigh-net-worth business owners, multigenerational families and institutions navigating complex financial decisions. My goal is to provide more than investment advice. Whether preparing for a business transition, stewarding long-term capital or shaping a lasting legacy, I strive to be a strategic thought partner.
I begin each client relationship by listening and asking thoughtful questions, to understand what matters most to my clients. By simplifying complexity and maintaining a long-term focus, I help them make confident decisions that support both their financial goals and the legacy they want to build.
What passions do you pursue outside of work?
Outside of work, life revolves around my two young kids, my husband and our community, family and friends. Beyond that, I love reading (history is my favorite), finding time outdoors—skiing, hiking, biking, all the things—and traveling. I’m fascinated by places with a strong sense of history and culture, and I enjoy understanding what has allowed that culture to endure over time.