My responsibilities with the family office services team include serving high-net-worth and ultra-high-net-worth families with their personal accounting and estate administration needs. My goal is to provide families with peace of mind and easy accessibility to information and to help facilitate organization and freedom for their financial matters. I enjoy helping families make their complex financial lives more manageable so they can focus on the things that matter most.
My clients appreciate that I’m responsive, proactive, caring, thoughtful, and considerate. I have an amazing attention to detail and try to stay ahead of potential issues. Around the office, I’m known for being open and transparent, direct but professional, and considerate of others. I want to help my teammates grow and witness their accomplishments.
I’ve always loved numbers, puzzles, and helping people. And being on the family office team is the perfect balance of the three. I have the pleasure of serving clients and co-workers while solving puzzles that involve numbers! I became an accountant in 2007 and have been with the firm since 2013. My greatest accomplishment is the relationships I’ve been able to build with amazing people in all walks of life.
I’m a member of the Family Office Exchange and am locally involved with the Surfrider Foundation and Surfers for Autism. I earned my B.S. in management and accounting and M.B.A. in finance from Park University.
In my free time, I like to travel, attend concerts, and explore theme parks with my husband and children.
