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In my time away from client collaboration, you can find me engaged in loving servitude to my two beautiful children Jack (21) and Laurel (18).

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The joy and challenge of raising them has been the privilege of my life. 

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Experiencing the gift of adoption and the magic of raising a child with special needs, merely scratches the surface of the infinite experiences that I cherish.

I credit them with the evolution of their father (and his gray hair).

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I consider myself a lifetime learner and stay invigorated with the active pursuit of personal and professional growth.

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Passions include travel, adventure, drumming, live music, physical fitness, dance and social interaction with the world around me.

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One of my favorite activities is accompanying others on THEIR bucket-list adventures.

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The insight I value most is most often found through the eyes and hearts of others.

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I embrace diversity of thought, culture and life experience. I surround myself with individuals that have experienced the world differently than me.

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I credit both my parents (Les & Carla) - accomplished Psychologists - for encouraging my curiosity into people and a rough urge to understand and support them for whom they are.  I enjoy helping clients to better clarify and articulate their dreams and goals.  Helping to Identifying a pathway to these goals, that perhaps felt outside the realm of possibility.

 

Before you know it, we are actively working to achieve these goals.

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I credit my Mother for contributing to my vibrant & nurturing side. My Father passed on his analytical side. This inherited trait enables me to experience enjoyment in crunching numbers in solitude for hours on end.  Dad was a classic thinker.

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Both were expert collaborators.

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Over the past 27 years, this career, has provided a wealth of knowledge, experience, wisdom and insight.

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I have learned the most from bearing witness to clients and their families personal and financial lives.

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Exceptional Financial Advising is both art and science.  The ability to operate comfortably and effectively in both realms (right brain & left brain activities) results in a more impactful client experience.  It has also made my career feel more like a calling.

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Gratitude.

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