As a Banker at J.P. Morgan Private Bank, I work closely with successful entrepreneurs, high-end business owners, executives and multi-generational families who desire trusted guidance to help transform their hard work into sustainable legacies. My background in both finance and consulting enables me to help clients solve complex planning issues.
I feel my strength lies in an ability to connect like-minded individuals and share best practices and innovative ideas. I see myself as a confidante and friend with an interest that extends far beyond wealth planning.
I am deeply passionate about supporting the needs of women—many of whom are enjoying financial independence for the first time—and have made it a personal priority to highlight their accomplishments and successes. As a sought-after speaker at conferences and universities across the country and a contributing author for women-centric organizations such as The Daily Drip and Elle Family Office, I use my platform to empower the next generation of female leaders.