What inspired you to join Bernstein?
I joined Bernstein because of my interest in asset management. I’ve chosen to build my career here because we are so much more than your average money management firm. Our advisors work with clients to figure out the life, legacy and impact they desire. Then, we implement an investment plan to crystallize those goals. In essence, leveraging my areas of expertise and the spectacular Bernstein team makes my advisor role fulfilling. My work at Bernstein reminds me of my prior life at the United State Geological Survey where I was also constantly learning, overcoming challenges and providing solutions to previously unanswered questions. In this type of environment, where I am constantly forced to grow, and supported while doing it, I thrive.
Tell me about the types of clients you work with.
Every client is unique in their own right. However, if I were to generalize, my clients have either built their wealth through a business or inherited wealth through a multigenerational family. My relationships with clients tend to be deep, highly personal and more like family or close friends than a business relationship. My clients have the advantage of tremendous success and wealth, and the challenge of determining how to bring a vision to their wealth. Our relationship is rooted in a deep understanding and appreciation of their vision, and a focus of using their financial resources to realize goals and bring a personal legacy to life.
What passions do you pursue outside of work?
When I’m not at work, I enjoy exploring the beauty of Colorado, where I live, with my husband, our family, friends—and two dogs. My loved ones and I spend time skiing, biking and hiking and, best of all, live where all of those activities are accessible right outside our door. I am also an MBA candidate at the University of Michigan Stephen M. Ross School of Business. Go Blue! Lastly, I love the work I do as a board member at Florence Crittenton Services of Colorado, a Denver-based nonprofit organization that empowers and educates teenage mothers.