What are your areas of expertise in solving problems for clients?
I am deeply 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. Equally cherished was her ability 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 uncharted terrain. I aim to chart the best course for each client’s 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, often industry leaders. While my clients differ in terms of their wealth management needs, they 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 for clients to make confident decisions so they can freely focus on their families, businesses, and charitable endeavors.
How have your values and personal background specifically positioned you to work with your clients?
I am the proud wife of a Navy admiral and mother to three energetic kids. Our family supports a number of organizations focused on the morale and well-being of active, reserve, and retired military members and their families. I also serve on several local committees 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 Grace Outreach Bronx and the Keewaydin Foundation. These organizations emphasize learning life skills, providing structured ways to explore and learn, and encouraging individuals to push beyond their perceived limits. I believe in fostering environments where people can discover their potential and achieve more than they thought possible on their own.