Who has been the most influential person in your life?
There are so many influential people in my life, it’s hard to pick just one. I owe many thanks to my wonderful family members and the strong pioneering women I’ve known throughout my life.
My mom, first and foremost, is someone who has been a top-notch mentor and role model. She is a brave soul who wore pants to teach school in the 1970s when most women were still restricted to dresses and skirts. My grandmother ran for the school board at the turn of the century before women even had the right to vote. Lastly, my first, and dearest client, who I consider to be an example of resilience, said to me one day, “I’m usually the strong one, but thank you for being strong for me right now.” Those words meant a great deal to me as sometimes even the strongest people need others to hold them up. All of these women were outstanding demonstrations of how to defy the odds, buck the system and be myself.
What are your areas of expertise in solving problems for clients?
I partner with families of wealth, endowments and nonprofit organizations to provide objective investment consulting and financial planning. With over 25 years’ experience in the asset management and trust business, I’ve had the opportunity to advise some of the most established families and largest nonprofits in the Northwest.
However, what I find most rewarding in my work is partnering with people and charities who are experiencing a transitional event. It may be a happy occasion like a birth in the family or a sale of a company or unfortunately, the more common death or financial crisis. It feels great to be a calm, collected and consistent force during times of extreme change in my clients’ lives.
I’m honored to be a part of the Bernstein team that rolls up their sleeves and looks at various challenges from all angles to map out a way to get to the other side. Whatever that side may be, we are here to help.
What inspired you to join Bernstein?
Since I joined Bernstein in 2018, I felt like a whole new world opened up for me and my clients. Previously, I was in “Big Bank” wealth management where everything looked alike: outsourced investments, layers of fees and cross-sell of internal products. At Bernstein, we actually manage our clients’ money ourselves and you can meet the investment strategists to learn about their process. Since that’s the only thing we do, I can focus on planning with my clients and taking care of their needs in the way that best serves them.
The other reason I joined was the opportunity to work with the type of clients that I connect with the most. While I serve a whole host of clients, nonprofits and women in transition are my particular focus. Those two groups benefit the most from my style, rooted in deep consultative planning and execution. I just love working at Bernstein—a firm where I have made great friends and wish I had found it earlier!