Behavioral science shaped how I think, and I bring it to what I do every day, applying systems-level thinking to financial decisions and looking for solutions that are not always linear. Numbers tell part of the story, and how people think about their money tells the rest. My interest in finance is personal. My father loved history and the stock market, and a 400-level finance class I took in college gave us something to share during his illness, after he was diagnosed with glioblastoma my senior year. His memory stays with me, along with his belief that history is one of the keys to understanding the markets.
Across more than three decades in banking, lending, and investing, I have been recognized for top production and honored with awards including the President's Club and Diamond Club. My days center on managing portfolios and keeping close watch over client accounts, strategies, goals, and risk tolerances, all of it grounded in steady reading and research. What I am proudest of is how I show up in hard moments. Through the dot-com crash, September 11th, and the 2008 financial crisis, I made a point of being there for my clients, sometimes to make a change and sometimes only to listen.
Away from work, I am a relentless reader, drawn to histories, autobiographies, and heavier fare like Ben Bernanke's essays on the Great Depression and Ron Chernow's House of Morgan. I value quiet, time at the gym, and long walks, and I give my time to causes including Feeding America, Girl Scouts, and Over the Edge fundraisers for brain cancer research, which stays close to my heart.
- Psychology of Financial Planning Specialist
- Real Estate License, California
- Life Insurance License, California
- University of Arizona