What inspired you to join Bernstein?
Through my conversations, it became clear that the way Bernstein does business is an absolute match with how I have been doing business for years, which helped confirm my decision. I genuinely care about my clients’ dreams, goals and success. I have always strived to get to know them on a deeper level; it is only then that you can truly understand how you can help them get there. I feel I can be my authentic self at Bernstein, with all the resources, investment solutions, knowledge and support a large firm offers.
How have your values and personal background distinctly positioned you to work with your clients?
Prior to joining Bernstein, I was with one of the largest banks in the world for over a decade. I gained a wealth of knowledge about all things banking-related: deposit accounts, mortgages and lines of credit, and my most passionate interest, the importance of planning and investments. Having this background allows me to provide advice to my Bernstein clients in a truly holistic way, across all aspects of their balance sheet. This perspective, combined with my enthusiasm for helping clients develop and ultimately reach their goals through discovery conversations, planning and, of course, investments, is how I provide value.
Tell me about the types of clients you work with.
I have found that the personal and the professional often overlap, so my clients range from business owners that want assistance in selling their company to friends who are going through a transition due to a divorce, death, or other life events.
I love seeing my clients in the community, through volunteer work, at church and at my children’s school and sports functions.