As an Associate Advisor, I engage and collaborate directly with our clients to complete the tasks required to keep their financial lives organized and on track. I use financial planning tools to do the analysis behind our team’s recommendations and partner with our clients to navigate options and make well-informed decisions. I also oversee the investment portfolio to make sure it is aligned with each client’s unique long-term objectives.
I joined Paracle in January 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.
The variety of expertise among team members at Paracle is really valuable when problem solving and thinking of creative solutions for our clients. Some team members have deep tax expertise, others have investment backgrounds or trust and estate experience. We collaborate constantly so that we provide the best possible holistic advice, and we challenge each other to think of a situation from many different angles.
I am passionate about simplifying an increasingly complex industry for our clients. Financial professionals can use a lot of jargon, which often leaves people feeling confused and frustrated. When our clients fully understand all of 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, fantasy, 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 Seattle’s Wallingford neighborhood and enjoy exploring the Pacific Northwest with my husband, Brian, and our rescue hound, Theo.
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.