A goal is just an idea, bringing it to life requires a plan, buy-in and the ability to deliver. Wired for growth, I've spent the last 15 years in the financial services industry always focused on building and expanding businesses and people. The first half of my career was on the advisor-side, at an RIA firm and the second half was at a fast-growing alternatives asset manager. I've done it all (maybe not all but a lot), I've worn many marketing and sales hats, developed people and teams (including a marketing, internal sales and sales strategy and analytics team), helped build and merge businesses, implemented (a lot of) new ideas, worked with operational teams, data-focused specialists, developers, technologists, the most junior and the most senior leaders. My professional experience, full of zigs and zags has provided me with an unbelievable real-life education on how to think strategically, tactically and analytically and partner with people from across an organization to deliver big and lasting results.
The truth is, I never set out to be in financial services. I wanted to impact people, improve their lives and influence positive change. I quickly learned at the RIA firm that advisors and financial professionals deeply impact peoples' lives everyday. Confidence, freedom, security, the ability to pursue big dreams are largely dependent on financial success and well being. Empowering financial professionals to succeed and grow, and ultimately help their clients thrive is my why.
I love helping businesses and individuals grow in scalable and sustainable ways. When I'm not working with clients you'll likely find me staying active with my husband (my high-school sweetheart who also happens to be an advisor) and our two girls, on a yoga mat or seeking new opportunities to learn and grow (surfing is next on the list!) daily. Learn more here.
