Why did you decide to work in client services?
I chose client service because I’ve always loved people – getting to know them, empathizing, and finding common ground and supporting them. I’m a talker, but also a thoughtful listener and trusted friend, and I value every relationship I build. My greatest strength lies in building, nurturing, and sustaining those relationships over time.
I believe in surrounding yourself with a “village” of like-minded people who share values of empathy, equity, and integrity. I hope to be a role model to my teenage son by helping him learn how to connect meaningfully with people, work through challenges with empathy and integrity, and engage with the world in ways that create positive change. At the end of the day, connecting with others and helping one another is so important in this world, and I want to set that example.
What experiences do you bring to your work helping clients?
I studied Psychology and Social Work in college as a result of my own personal experience with mental health. Those special people who helped change my life over a period of decades helped shape me into the woman that I’ve become. I can empathize with those genuinely suffering from mental health issues. For years, I’ve supported groups that bring awareness to eating disorders–how to help prevent, identify, and support individuals and families who are struggling. Because we all need help sometimes, and because I strive to pay it forward like those who once motivated me.
I’ve walked alongside clients who are grieving the loss of loved ones, helping them sort through the planning and logistics of inherited assets and trusts at a time when life can feel overwhelming. In those moments, it’s not just about accounts and paperwork; it’s about listening, offering compassion, and helping them find a sense of order in the middle of chaos.
I’ve also loved using my research skills to help clients support charities and causes close to their hearts, making sure their giving reflects what matters most to them. Most importantly, I bring a positive attitude with a strong focus on communication and thoughtful guidance.