I have always been intrigued by personal finance and investing, and I'm grateful that every day in my work I get to draw on these interests to help others. I enjoy working alongside our clients while bringing them peace of mind, security, and fulfillment. I've seen firsthand how, once clients ...
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I have always been intrigued by personal finance and investing, and I'm grateful that every day in my work I get to draw on these interests to help others. I enjoy working alongside our clients while bringing them peace of mind, security, and fulfillment. I've seen firsthand how, once clients simplify this part of their lives, they can better focus on their careers, relationships, philanthropic efforts, and any other activities they find meaningful. I appreciate Truepoint’s collaborative team culture and believe that our firm’s focus on client service, intellectual honesty, and transparency makes us unique and distinctive.
Outside of work I spend my time with my husband and our two daughters. Together, we enjoy various sports, travel and the outdoors. I value giving back to the community and try to volunteer and join boards where I can help make a difference. I love a good read, a good podcast and enjoy the occasional Netflix binge!
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