I want my clients to feel as comfortable around me as they feel with their own families. In my line of work it can be easy to overlook the human side of decisions, focusing instead on the technical aspects of investment and wealth management. That’s why I strive to create a listening space where my clients feel safe to share what is going on in their lives, what they want for themselves and their families, and what might be getting in the way. Only when my clients feel supported and heard do we begin tackling the details. I share several passions with my husband, Tim. He is an architect who designs and creates plans to build homes. A home is much more than a physical space. It’s an emotio