My goal is to inspire our partners and new clients on the value of the Personal CFO model and broader financial wellbeing.
As a member of the Personal CFO team, I feel honored to be invited into the financial narrative of each family we work with.
I’m the growth and operations manager in our Portland office, meaning I help clients live a richer life by keeping things running smoothly!
I believe a key part of living a richer life is removing fear, worry, and ambiguity associated with the future. By taking time to thoroughly get to know clients and understand their hopes, dreams and fears, I strive to build strong relationships.
As a senior lead advisor, I work to support other advisors and make sure they have the tools and resources that they need to help our clients.