What’ssomethingpeoplemightbesurprisedtolearn aboutyou?
My husband and I love going to the movies – we even have a movie pass! He might say I’m not always the best company, though, since I occasionally use it as an opportunity for a quick nap.
Whatdoyoufindmostrewardingaboutyourrole?
I’m most energized by the opportunity to make a meaningful impact on others. Whether it’s solving complex challenges for clients or contributing to initiatives that improve the employee experience, that’s what I find most rewarding.
WhatdrewyoutoBallentinePartners?
I was introduced to Ballentine Partners through a family friend who is a client. They spoke so highly about how deeply the firm focuses on what truly matters to families. While the technical expertise is important, they spoke most about how Ballentine Partners helps navigate sensitive, personal topics and prioritizes the human side of the work. Hearing that immediately sparked my interest.
Whatdoyouthinkclientsvaluemostinan advisortoday?
Clients value having a trusted partner – someone who understands what matters most to them, communicates clearly, and helps them navigate both the financial and personal aspects of decision-making.
Ifyouweren’tinthisprofession,whatwould youbedoing?
If I weren’t in this profession, I’d likely be working alongside my parents running our family restaurant. Spending long hours in the kitchen gave me an early, hands-on education in business –everything from operations to customer experience – and instilled a strong work ethic. It’s also a big part of what led me to appreciate and ultimately pursue a career at Ballentine Partners.
Whohashadthebiggestinfluenceonyourcareer?
My clients! Working with so many entrepreneurs and executives –many of whom have built and led successful organizations – has had the biggest influence on my career, shaping my perspective, work ethic, and approach to leadership.
