As practice manager for our firm, I bring 24 years of experience in the financial planning and wealth management arena and I hold FINRA Series 7, 24, 53, and 66 securities registrations. Having co-built two successful firms in my career, I came to realize that my passions lie in engineering a holistic, client-centric "perfect practice" with service at its core, as well as guiding advisors along the path to realizing their goals and dreams. Since being a part of the Terra Blue Team, I have come to learn about and respect the realm of ESG investing and all that it means to us as individuals and as part of a global community. It has truly shifted my awareness of and engagement with what matters most. I believe that with awareness comes power, power in our choices, and that our choices equal change. I find it exciting to be a part of positive change, however small the increments, and enjoy finding ways to incorporate this into my daily life.
In addition to my passion for the wealth management industry, I love to travel, explore, and enjoy the world and its many, many marvels, no matter how big or small. I love learning, wisdom, and personal growth and spend much of my time as a student in these areas. I am a dog fanatic and invest as much time as possible in the pursuit of becoming an expert in their world! In my spare time, I enjoy family, travel, reading, and most important, raising my loves, my shepherd/husky (shepsky) babies: Maverick, Adeline, Bear, Denali, Ember, and Rogue.