What inspired you to join Bernstein?
After 22 years of working with clients across various wealth levels, I sought a firm that could effectively serve high-net-worth families both in their current financial situation and in achieving their future goals. Bernstein inspired me with its comprehensive multi-family office approach, which focuses on asset management and strategic planning. Additionally, Bernstein’s proactive collaboration with accounting, legal, consolidated reporting and other concierge services ensures that busy, affluent families receive the daily support they need. Bernstein’s approach to wealth management reflects my core values, which center around providing a superior client experience and exceptional service.
What differentiates you from other advisors?
What sets me apart from other advisors is my dedication to serving as a family’s Chief Financial Officer. While asset management and planning are central to my role, I take pride in assembling a coalition of advisors to support my client families. I ensure they understand the importance of having a robust team of experts in legal and tax matters, insurance (including life, health, and property & casualty) and the management of unique assets. While my clients are often focused on expanding their businesses and caring for their employees and customers, they may overlook their own wealth development. My passion lies in wealth strategy and planning, where I create comprehensive roadmaps that help clients understand how their wealth can grow over time while identifying potential risks that could impact their financial well-being.
What passions do you pursue outside of work?
Outside of work, I am passionate about serving on not-for-profit boards, attending concerts, exploring new restaurants, expanding my knowledge of fine wines, traveling and enjoying weekends at Dale Hollow Lake with my husband and our two terrier pups.