As Practice Manager for our firm, I bring 28 years of experience in the wealth management industry and hold FINRA Series 7, 66, 24, and 53 securities registrations. Throughout my career, I’ve discovered what matters most to me: building a client-focused, holistic, and heart-centered practice where exceptional service and meaningful relationships are truly at the core. I’m proud to work toward that vision every day at Terra Blue Wealth Management.
Since joining the Terra Blue team, I’ve developed a deep appreciation for ESG investing and the important role it plays in our lives and in the broader global community—both now and for generations to come. I’ve always believed that awareness is powerful; it can shift perspectives and lead to better, more intentional choices. Those choices, in turn, can drive meaningful change. Being part of that positive impact, even in small ways, is both inspiring and deeply fulfilling, and I love finding ways to weave it into my work and everyday life.
Beyond wealth management, I’m someone who loves to explore—whether that means traveling to new places, learning something new, or simply noticing the small, often-overlooked beauty and wonder in the world around us. I’m a lifelong learner with a strong interest in personal growth and wisdom, and I dedicate much of my time to being a student in these areas.
I’m also crazy about dogs and happily invest time in understanding their world. In my spare time, I enjoy family, travel, reading, and—most importantly—raising my loves: my shepherd/husky (shepsky) pack of seven—Maverick, Adeline, Bear, Denali, Rogue, Ember, and Saffron.