What is the most fulfilling aspect of being an advisor to your clients?
The most rewarding part of my work is helping families navigate some of life’s most important decisions. Whether they are preparing future generations, transitioning a business, establishing a philanthropic vision or defining the legacy they hope to leave behind, I enjoy helping families move from ideas and aspirations to meaningful action.
I am particularly passionate about bringing people together. Some of the most impactful moments occur when family members gain a deeper understanding of one another, find common ground and develop a shared vision for the future. These conversations often influence how families make decisions, strengthen relationships and prepare the next generation for leadership and stewardship.
While every family is unique, the most successful outcomes often stem from the same foundation: clear communication, thoughtful preparation and a strong sense of purpose. Helping families build that foundation is what I find most meaningful.
What are your areas of expertise in solving problems for clients?
My expertise lies in helping families and business owners navigate pivotal moments and important decisions. From business succession and liquidity events to estate planning, philanthropy and multigenerational wealth transfer, I help clients create strategies that integrate both their financial objectives and their broader family goals.
In my role leading Bernstein's Ultra-High Net Worth Service Team, I help develop the resources, capabilities and planning approaches that support families with sophisticated needs.
I help families establish frameworks for communication, decision-making and leadership development so future generations are equipped not only to inherit wealth, but also to steward it responsibly. Through family meetings and facilitated conversations, I help families strengthen relationships, build trust and create a shared vision that can endure across generations.
What passions do you pursue outside of work?
Outside of work, my greatest joy is spending time with my husband and our four children. Living in Colorado provides endless opportunities for outdoor adventure, and as a family we enjoy hiking, camping, skiing, snowboarding, biking and exploring new places together.
Family is at the center of both my personal and professional life. I value experiences that bring people together, strengthen relationships and create lasting memories. My family is actively involved in our community through volunteer work and charitable initiatives, and we enjoy teaching our children the importance of giving back and serving others.