What inspired you to join Bernstein?
Bernstein boasts time-tested capabilities, which align with my personal brand of delivering tailored solutions with the utmost care and personal touch. The firm is specifically suited to cater to the diverse needs of my clientele, from pre-transaction planning for business owners to foundations and family offices. Our emphasis on industry-renowned research also underscores my commitment to informed decision-making for my clients.
How have your values and personal background specifically positioned you to work with your clients?
My upbringing as a coal miner’s daughter instilled in me a strong sense of grit and integrity, which drive my professional relationships. Personal experiences, such as navigating a divorce and motherhood, equip me to understand the unique perspective and needs of each client. Additionally, my diverse career in financial services—lending, trusts and investments—positions my holistic advice that truly transcends the gamut of client needs.
Which personal accomplishment makes you proudest?
My daughter is by far my biggest accomplishment and makes me proud every single day! Her growth and magnetic personality not only bring me joy, but also inspire me to pursue continuous personal and professional development. She fuels my motivation, reminding me of the importance of nurturing curiosity and resilience.