I’ve been working as a financial advisor for over eight years, first with another person’s firm and now on my own. Prior to that, I worked as an investment banker with Robertson, Stephens in San Francisco, and a management consultant with McKinsey in London and New York. I earned my B.A. in Government from Cornell and my M.B.A. in Finance from The Anderson School at UCLA. I completed a Certificate in Personal Financial Planning from UC Berkeley Extension. I’m a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNERTM.
I’m also Mom to two wonderful kids. Caitlin (18) is a freshman at the University of Utah who wants to enter the medical profession in some capacity. Declan (14.5) is a ninth grader who loves lacrosse, rowing, Boy Scouts and video games. In our family time, we camp, backpack, ski and SCUBA dive.