What inspired you to join Bernstein?
I joined Bernstein because I was extremely impressed by the firm’s culture and its singular focus on clients and solving for their complex wealth planning needs. Bernstein offers an industry-renowned team of highly sophisticated professionals that ensure no stone goes unturned in the planning process for each client. The firm prides itself on its industry-leading research and innovative solutions. Building on the philosophy that better advice creates better results, Bernstein is fully invested in creating better outcomes for our clients.
What is the most fulfilling aspect of being an advisor to your clients?
I love that I get to interact and build relationships with a diverse range of people. Every client is unique in their stage in life, goals, plans, opinions and values, whether they’re deciding to sell a business, retiring early, conducting pre-IPO planning, exploring philanthropic giving or solving for multigenerational wealth challenges. The most fulfilling part of being an advisor is understanding my clients’ needs, helping them clarify their goals and offering creative solutions to achieve them. My clients look to me to provide sound solutions while guiding them through some of the most important decisions in their financial journey. I am dedicated to my clients’ success and committed to providing confidence throughout the entire process.
What passions do you pursue outside of work?
Outside of work I am passionate about being involved in the community and giving back where I can. As a University of Tampa alumna, I enjoy working on the Board of Counselors to fundraise for the school and its grant programs and helping soon-to-be graduates start a career path they are excited about. Having grown up in a modest household, I realize the value of family structure. For this reason, I’m a huge proponent for advocating and serving underprivileged children. As a collegiate athlete and Presidential Honor Roll recipient, I believe that providing resources to help children stay in school and get involved in healthy extracurricular activities supports their development and creates opportunities for learning valuable life skills. On the weekends I like to spend my time outside on the water or exploring a new hiking trail with my dog.