My passion for people,  psychology and numbers, led me to study economics in college. I  enjoyed the way it brings math together with human behavior and politics.

A move to New York City landed me on Wall Street where I started my financial career at Lehman Brothers. I was selected to build and run a number of businesses including the Asset-Backed Securities desk, which I built to a number one market ranking. As one of the few senior women on Wall Street, I relished the opportunity to do what I do best—pulling together a wide range of information in order to develop productive strategies for clients. 

I believe good investing is not a dry process based just on money but can be a rich experience involving discussions of values, hopes and fears. I am excited about using my experience as a professional woman, as well as a wife and mother, to advise others in a holistic way.

Finance has been an unlikely and lifelong interest of mine. I grew up in the South watching Louis Rukeyser on Friday nights with my father. He paid for my East Coast education by investing in the stock market. I majored in Economics, which suited my early love of math and financial markets.

My aptitude for finance led me to work for major Wall Street firms. I opened the San Francisco offices and led local operations for DLJ, UBS and Bank of Montreal.

After dealing with portfolio managers who were overwhelmed with information and short on time, I learned how to break down complicated investment concepts into simple ideas. Clients often tell me that my enthusiasm for the market is so infectious, that even those who hate math can get excited about stocks. 

Improving the financial literacy of women and their families is my passion.