What has inspired you to stay at Bernstein for as long as you have?
The people! There is no doubt about it, Bernstein is full of insightful and diverse individuals that are all motivated to help each other grow. And the people are what has kept me here and why I continue to grow my career here. My colleagues have made a huge impact on my fast growth throughout the firm. In many ways, Bernstein has become my second home and I would not change that for the world.
As the manager of the Seattle office, it is my responsibility to continue to build the Seattle team and hire individuals that will take on Bernstein’s “open-door” culture where we prioritize investing in one another. I am passionate about hiring diverse individuals that can all bring something different to the table. Drawing on each other’s life experiences and backgrounds will create more innovation, better outcomes and a more rewarding place to work.
What’s the best way for people to put their wealth in perspective?
I believe starting a vulnerable conversation around clients’ wealth and goals is the initial starting point for putting their wealth in perspective. In our business, we often find that many of our clients have never had a deep conversation around their wealth.
At Bernstein, we like to break down those walls and truly understand each client’s unique needs, desires and fears. By starting this open conversation, we can utilize our tools to drive for a better outcome for that client and most importantly, establish trust with them. The trust we build with our clients is the foundation to building their generational wealth and the confidence that comes with it.
What passions do you pursue outside of work?
One of my greatest passions is cooking. I am passionate about trying new recipes in my spare time. I believe that food is the center of some of the most important moments in life. Sharing a meal leads to openness, learning about one another and building relationships. I enjoy making a meal and bringing the people together that are most important to me.
I am also quite passionate about travel. After I graduated college, my fiancé and I backpacked around Europe for over a month. Experiencing cultures, cuisines and landscapes of all the countries we visited left us wanting more. Since then, we have made a goal to make one trip a year focused on experiencing a new culture. From tasting coffee in Costa Rica’s cloud forests to drinking a glass of Chianti in the vineyards in Tuscany, experiencing cultures and cuisines is an ongoing passion I continue to be hungry for.