Happy you found our team.
My passion for finance and investing began early around the age of 15, when I decided there had to be a better way to build wealth than babysitting for $10 an hour. That curiosity sparked a lifelong commitment to investing, discipline, and financial empowerment. I spent three years working after school so I could invest every dollar I earned, a decision that ultimately enabled me to purchase my first property, a studio apartment on the Upper East Side — shortly after college. Those early decisions laid the foundation for a career that took me from the University of Western Ontario to earning a full scholarship at USC’s Leventhal School of Accounting, and ultimately, to Wall Street, allowing me to work with major institutions like Merrill Lynch, Morgan Stanley, and Northern Trust.
While my career has been defined by hard work, opportunity, and a deep love for capital markets, the most meaningful part of my life is raising my daughter. Parenting is my greatest joy and the role I’m most proud of. I’ve traveled to 69 countries and have loved sharing that passion with her — she’s already explored 10 countries herself. I’m also proud that she made her first investment at age eight and can confidently explain the Rule of 72 to her classmates at 11. Watching her develop curiosity about the world and her money, inspires me daily.
When I’m not working or planning our next adventure, you’ll likely find us exploring new places together, whether it’s a winding trail, a Porsche factory tour, or our favorite spots in Switzerland. I believe deeply in curiosity, financial literacy, and the power of building a life through intention and I bring that same philosophy to my work every day.
