I joined the wealth management industry after a prior career in intelligence and national security. Financial planning and wealth management 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 spent several years with another wealth management firm, not only supporting clients but also formalizing financial planning programs 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.