I joined the team in 2014 and serve to uphold the day-to-day administration of the firm as well as focus on process and workflow improvements. I serve as a member of the investment committee. I also manage investment operations and oversee client performance reporting and billing. I work with Jeff to foster business development efforts, manage strategic initiatives, and enhance the firm’s technology capabilities. I believe delivering clarity and confidence is vital when assisting clients with their financial plans and goals, no matter what the timeline. With more than a decade of experience in wealth management and a passion for delivering holistic, fee-only wealth management services, I