I am part of the engine room that keeps everything happening behind the scenes. I help ensure the office runs smoothly, that everything is kept to time, and work with our technology partners to ensure our financial planning practice is fully equipped to meet your needs.
I’m a list person. Maybe that has to do with my Chemical Engineering background. The best part of my work is ticking things off the list and making sure everything is in order. If something needs doing, I am the one on to it to get it done. When I’m not working, I like to unwind by planning my next overseas trip! (I love heading over to the Croatian islands or anywhere on a European coastline!)