With over a decade of experience in operations, investment management, and financial planning, I specialize in optimizing CRM systems to meet the unique needs of businesses in the financial services industry. My expertise lies in industry-leading platforms such as Redtail (now part of Orion) and Wealthbox, and I am passionate about creating solutions that foster efficiency, increase adoption rates, and drive long-term success.

I bring a personalized approach to every project, tailoring CRM designs to align with the specific roles and goals of each organization. Whether you need to streamline workflows, improve client communication, or enhance your team’s productivity, I am here to help you unlock the full potential of your CRM system.

Education is a cornerstone of my career. I earned a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo, and hold both an MBA and a Master of Public Policy from Mills College. Additionally, I have attained the Chartered Financial Consultant (ChFC) designation from The American College, reflecting my commitment to excellence and ongoing professional development.

When I’m not working, you can find me traveling, skiing, or enjoying the outdoors with my husband, Richard, our daughters, Olivia and Paige, and our Black Lab mix, Sterling. These moments fuel my creativity and drive to help businesses succeed.