What has inspired you to stay at Bernstein for as long as you have?
Our firm is made up of driven and caring individuals who want the best for our clients. We are an extremely collaborative group, constantly sharing ideas and best practices. I feel like I am always learning and growing while surrounded by a great group of colleagues. The firm supports its employees to make sure we have the tools needed to help our clients succeed.
What is the most fulfilling aspect of being an advisor to your clients?
I want to make an impact. It is a privilege to be able to partner with a client and learn more about their goals and their family. I find ways to plug in and make a difference either through investment advice, making connections, being a confidant, or facilitating brainstorms to identify goals. Seeing clients become more confident to proceed through different stages of life is extremely rewarding.
What passions do you pursue outside of work?
My husband and I like to stay active by swimming, biking and running. We have two young kids, so most of my time outside of Bernstein is spent running around playgrounds or at the beach. I am also a foodie—I like to try the new spots around town and always dive into the James Beard Award lists when traveling to a new place to plan out some meals.