I joined Wells Fargo in 2026 with more than two decades of financial services experience. Over the course of my career, I have held roles in wealth management, private banking, retail banking, portfolio management, and entrepreneurship. My diverse background and experiences give me a unique perspective to look at your situation through a variety of lenses. My mission is to educate and encourage you, helping you adopt healthy habits and mindsets that can have a long-term positive impact on your financial future.

I believe that wealth management is about more than investing; it's about helping you pursue your most cherished goals and aspirations, such as funding an income stream in retirement, sending a child or grandchild to college, or creating a legacy. My relationships begin by evaluating every aspect of your financial life to gain a thorough understanding of your resources, lifestyle, and goals for your wealth, family, or business. The resulting knowledge and insight help me develop customized, disciplined strategies designed to pursue your most cherished goals.

I earned my bachelor’s degree in business administration from the University of Delaware and my M.B.A. from Baruch College in New York City. Originally from New York, my husband and I currently reside in Montgomery County, Maryland where we are raising our three children and two Goldendoodles. In my time away from the office, I enjoy seeing live music, traveling, and yoga.