What are your areas of expertise in solving problems for clients?
I am heavily influenced by two strong women: my mother and grandmother who instilled the importance of financial literacy in me, one dollar at a time. My mother, in particular, provided me with a front-row seat to the value of ingenuity, hard work and purpose. As an entrepreneur, she was proud of having built a healthy business model. However, equally cherished was the ability she had to give back to her community. I attribute the drive behind my career to my mother. Through my observations, I saw how a strong advisory team could help one reach higher professional plateaus and navigate unchartered terrain. In working with my own clients, I seek to chart the best course for their path, help them find success in whatever way they define it, and use their wealth to change the world around them.
Tell me about the types of clients you work with.
Generally, my clients are entrepreneurs and senior executives. Oftentimes, they are industry leaders as well. While my clients differ in terms of their wealth management needs, they do share a common set of characteristics: high intellect, kindness, curiosity and a drive towards excellence. Understandably, they expect the same qualities in their advisors, which is why they seek out the unparalleled service at Bernstein. The culture we foster at Bernstein makes it easy to deliver exceptional client service. Our goal is that clients make confident decisions so they can freely focus on their families, businesses and charitable endeavors.
How have your values and personal background uniquely positioned you to work with your clients?
I am the proud wife of a Navy admiral and mother to three energetic kids. For this reason, our family supports a number of organizations whose focus is the morale and well-being of active, reserve and retired military members (and their amazing families). I also serve on several local committees that are invested in building a brighter future for our children. I serve in roles at my children’s school, in local sports organizations, and am a proud board member of Sheltering Arms, NY, which is one of the country’s largest social service organizations. Its focus is on strengthening the education, well-being and development of vulnerable children, youth and families.