What inspired you to join Bernstein?
I wanted to be a part of Bernstein because I knew it would afford me the opportunity to help my clients in a holistic way. Holistic planning happens through a discovery process in which we talk about the clients’ values and explore ways in which they can find a deeper connection to their wealth. This might come in the form of social impact investing, sharing wealth with family members and loved ones or planning for an ideal retirement life, which they deserve after working so hard. Whatever the medium they choose, my role is to implement it in the most stress-free way possible. Bernstein’s vast research, diversity, social impact focus and wealth of resources assist me in giving unconflicted advice to my clients. In being able to talk honestly and openly with them, I eliminate many of the complexities in their financial lives and, most importantly, help them positively impact the community with their wealth.
What kind of experience do you offer to your clients?
It’s been a wonderful experience to serve as a trusted advisor to successful individuals and families for over a decade. My clients trust me completely, which I take very seriously. I am always focused on providing the best possible client experience through timely communication, the delivery of reliable knowledge and prudent advice. I take the time to deeply understand my client’s values by truly listening to them, asking the right questions and being present as they reveal highly personal information to me. I appreciate their vulnerability. My goal is to create a better vision for the wealth creators, hardworking business owners and multigenerational families I am lucky enough to serve. They are humble, inclusive and have strong moral compasses, which is why I want them to have the best futures and relationship with money.
If you didn’t work for Bernstein, what else would you be doing?
If I didn’t work for Bernstein, I would still volunteer at FareStart, a nonprofit based in Seattle, Washington, which provides real solutions to poverty, homelessness and hunger. I would also continue to be a board member for the Rosemary Foundation for Maternal Care, in Spokane, Washington, a nonprofit foundation that connects low-income pregnant women with doulas. If I did have a different occupation, it would be in some creative context such as acting at a local theater, dancing and singing onstage or even directing off stage, which has always been a passion of mine. I also love exploring the beautiful Pacific Northwest outdoors with my spouse and two young children who keep us very busy on most days and bring immeasurable joy to my life. So, of course, I would do more of that!