As a Lead Advisor at Paracle, I am the primary point of contact for the families we serve, responsible for maintaining a proactive, ongoing relationship. I help to identify and achieve goals over time. Additionally, I help to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all aspects of their financial life.
I joined Paracle in 2016 in my search for an independent firm with a culture of putting clients’ interests first and a focus on providing comprehensive financial advice. I began my career at J.P. Morgan’s Private Bank where I worked with families in the Mid-Atlantic region to provide advice and solutions across investments, banking, lending, trusts and estates, and philanthropic planning. I also worked at Princeton University’s Office of Development, helping to match donor intent with the university’s priorities, and at BlackRock managing municipal bond portfolios.
I enjoy helping our clients stay organized by managing the details of their financial lives, freeing up their time and energy for the things and people they care about most. I have experience helping families align their investment strategies with their personal values and teaching the next generation about developing good financial habits. My life has been positively influenced by educators and I am passionate about presenting financial concepts in an accessible way. I believe that when families understand all their options, they can make decisions clearly and with confidence.
Outside the Office
Lars and the Real Girl
Favorite Work Music:
Miles Davis, Bon Iver
Favorite Workout Music:
Most Desired Super Power:
Jedi mind tricks
Why did you choose your prop?
I chose a collection of books that have meaningfully influenced the lens through which I experience the world. I am at my happiest when I am learning something new and enjoy reading both literature and non-fiction. I am particularly fascinated with dystopian and fantasy novels and the magical-realism realm of Latin American literature. My ongoing academic interests include behavioral finance and the psychology of decision-making, architectural history, and urban planning.
What else do you do like to do for fun?
I spend much of my time outside of the office cooking and eating great food, drinking Italian reds and fair trade coffee, listening to podcasts, public radio, and Ted talks, and practicing piano. I live in North Seattle and enjoy exploring the Pacific Northwest with my husband and daughter and our rescue hound.
If you could trade places with any person or movie character for a day, who would it be and why?
My retirement goal is to live the life of a Hobbit – eating six meals a day, reading folklore and smoking a pipe under an old tree… and maybe an adventure here and there.