Managing Director, Partner
The most important thing in my life is my family. My husband, Andrew, is a minister, and we have three smart and brave daughters.
If research can be considered a hobby, then that would be my thing. This curiosity, which quite frankly can drive those closest to me crazy, is probably why I am well suited to this profession. To support this passion professionally I have earned the Certified Financial Planner™ designation.
The impact of putting a thoughtful plan in place will last generations, and I understand the depth of this responsibility. What you will see and read from my online footprint is that I principally engage in personal financial planning, asset allocation, portfolio construction, and charitable gifting strategies for professionals and families. The key marker of these relationships is trust, transparency, and confidentiality.
This is the work I have been doing for over a decade: designing and crafting hundreds of planning scenarios. It is deeply important that I do great work for the clients whom I serve.
After my family and my faith, this practice is my life work. It is a privilege to lead Somerset Advisory and to serve families across the United States.