What inspired you to join Bernstein?
I am very lucky to have had the opportunity to return to Bernstein as an Advisor. I started my career at the firm 20 years ago and spent 12 years in the Private Client group. AB was a great place to start a career, as the training is top notch, and we are surrounded by smart, hardworking people. I was inspired to return to Bernstein because the firm puts clients' interests first and foremost and takes a differentiated approach to investment management. Our investments, portfolio integration and wealth planning capabilities are industry-renowned.
What is the most fulfilling aspect of being an advisor to your clients?
I really enjoy getting to know my clients individually and helping them solve their complex financial challenges, such as deciding when they should retire or how much to spend on a home purchase or determining how best to invest an inheritance. I utilize our planning capabilities to help our clients understand their options and find meaningful solutions. My expertise lies in crafting tailored strategies that align with the specific financial goals and circumstances of my clients.
What passions do you pursue outside of work?
Outside of work I spend a lot of time with my husband and three children. I love to watch baseball games, whether it is my son’s Little League games or the Yankees. I also love to relax with my daughters while getting a pedicure or baking cookies. As a family we love to travel and spend time at the beach or lake. I also enjoy playing golf in the warm months and paddle tennis in the winter.