What inspired you to join Bernstein?
A firm is only as good as its people. By that standard, Bernstein is distinct. The people I have the pleasure of working alongside stand in stark contrast to most people's impression of the financial services industry. Where you might expect a callous focus on the bottom line, showiness, opportunism, or greed, Bernstein’s people champion empathy, ethics, vulnerability, and genuine care for our clients. Bernstein’s industry-renowned research is a core part of that care. Clients receive truly thoughtful approaches to wealth management that incorporate their values. Numbers and outcomes are important. But we recognize that clients are so much more than that. We strive to make their money meaningful. I practice at Bernstein because I see my values reflected in the firm. I’m inspired daily and always challenged to improve. I am honored to work here and bring my clients service I’m truly proud of.
Tell Me About the Types of Clients You Work With
While I work with successful individuals and families from all walks of life, my passions and my personal and professional experience have focused my practice on two unique groups: business owners/entrepreneurs nearing an exit and individuals navigating divorce.
As different as they may appear, both groups are in important life transitions that require sound and customized financial advice.
As a former practicing attorney with professional experience in both family and corporate law, I leverage my background and the abundant resources Bernstein offers to help my clients and their other advisors think through critical financial decisions—for example, mapping out scenarios for how an offer on their business or a divorce settlement could impact their family and wealth over time, uncovering tax saving strategies or articulating their values and priorities (as those should guide all advice).
From a personal standpoint, I’ve navigated my fair share of life transitions. I’ve pivoted from one industry to another multiple times in my career, going from a legal practice to business leadership and finally making a home in financial services. I have also navigated divorce with a minor child and currently live in a merged family. This history gives me both real, lived experience and empathy to share with clients who are in the midst of dynamic change.
What passions do you pursue outside of work?
My passion for my work is rivaled only by my passion for my family and enjoying the cities I call home. Food is central to my life. My husband and I enjoy cooking and baking with our two girls, exploring new recipes and foods. Health is another passion of mine and staying active is a priority, which is why we love living on the Mississippi River, enjoying the nature juxtaposed with the most beautiful parts of the Minneapolis skyline. I believe in enjoying where you live and I love the Twin Cities, despite the cold. We have a surprisingly wonderful dining and craft cocktail scene and a vibrant music and art culture. We enjoy live music and museums and I pride myself on being a foodie. Please share restaurant recommendations and I will do the same!