I’ve been working as a financial advisor for over a decade. Previously, 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 divorced and a breast cancer survivor. I’m also Mom to two wonderful kids. Caitlin (19) is a sophomore at the University of Utah who wants to enter the medical profession in some capacity. Declan (16) is a tenth grader who loves rock climbing, Boy Scouts and video games. In our family time, we backpack, ski and SCUBA dive.