With over a decade of experience in financial services, I bring a deep understanding of how advisory firms operate across every department—from client service and operations to financial planning and investment management. After completing my MBA and Master of Public Policy, I began my career in client service—an area that grounded me in the fundamentals of responsiveness, communication, and precision. I later advanced into roles supporting portfolio construction and financial planning, gaining a comprehensive view of what it takes to run a successful advisory business.

Over the years, I earned the Chartered Financial Consultant® (ChFC®) designation and developed hands-on expertise with leading platforms such as eMoney, MoneyGuidePro, and Tamarac. I collaborated with portfolio managers to design client portfolios, facilitated company-wide equity and bond allocations, analyzed life insurance strategies, and co-led operational and custodial activities. One of the most rewarding parts of my role was training junior advisors, planners, and support staff—empowering them to confidently use the technology that drives their work.

While I’ve always enjoyed working directly with clients, I discovered that my true passion lies in the intersection of people, process, and technology. I loved translating strategic goals into workflows and teaching teams how to fully leverage the tools at their fingertips. That realization inspired me to launch my consulting firm in 2021, shortly after starting my family.

Today, I consult with advisory firms to bridge the gap between vision and execution—designing tech-enabled solutions that support the entire business. From streamlining operations to building financial planning workflows and integrating investment tools, I help teams unlock the full potential of their CRM and advisor tech stack. My role is part strategist, part translator—I turn what advisors are trying to achieve into scalable, intuitive systems that drive adoption, improve efficiency, and support long-term growth.

Education

Bachelor of Science from California Polytechnic State University, San Luis Obispo CA

Master of Business Administration (MBA) and a Master of Public Policy (MPP) from Mills College, Oakland CA

Chartered Financial Consultant® (ChFC®)

On a Personal Note

I live in California with my husband Richard, our two daughters—Olivia (4) and Paige (2)—and our spirited Black Lab mix, Sterling. As a family, we love to travel, ski, and soak up as much time outdoors as we can.