I joined the wealth management industry after a prior career in national security, where I trained in satellite imagery interpretation, intelligence analysis, and communication. I worked on a variety of different topics and led teams through national security crises, but I knew it likely wouldn’t be the place for me for my whole career.

Through a lot of soul searching and conversations, I came to financial planning and wealth management, which allow me to still help with especially important life situations but work with people on a more personally impactful level. My skills in the Intelligence Community analyzing and conveying the most critical information shape my preferred communication with clients: highlighting the information that is truly most helpful to make life decisions. It’s one of my passions to help people feel more confident and less anxious in making those decisions.

Prior to joining Manuka Financial, I was a director at another wealth management firm, not only working with high-net-worth clients but also training and developing teams, formalizing financial planning processes, and leading portfolio management, including sustainable investing portfolios. 

When I’m not gleefully reviewing tax returns, I love spending time in the Charlottesville community where I’m based, trying a new restaurant, or traveling the world with my husband. Favorite places so far include Iceland, Italy, Argentina, and France, which always holds a soft spot in my heart after studying abroad there years ago.