Chief Investment Officer
Why I love what I do
Helping clients progress toward their goals is most rewarding. My early education in literature and human relationships ultimately blended into my work with numbers and data, leading me to enjoy connections with families and individuals needing guidance with their asset and liability construction. In addition, the focus of my work has led me into warm and rich relationships with many professionals across the country and across industries. Sharing in that intellectual capital energizes me both professionally and personally.
In addition to my work, I am most passionate about. . .
The love and care of animals! My husband and I actively support Canine Companions for Independence (CCI).
When I’m not at work, I’m . . .
Travelling, gardening and reading. I love spending time with my husband and Albert E. Pearce (the best little dog in the whole wide world!)