I am proud to say I joined CW Advisors in 2008 as a Wealth Manager working with individuals and families, helping them better understand financial markets and build portfolios aligned with their goals and objectives. My primary focus is the client relationship and fostering a partnership as we plan for their future. I began my career in Chicago with small cap manager, Wanger Asset Management, then relocated to Boston with Fidelity Investments. There I spent 10 years as an Account Executive with Fidelity Portfolio Advisory and Private Access groups.