What’s your dream for the company?
I envision Keystone Financial as the flagship wealth management firm for individuals and families seeking a lifelong partner and coach to guide them through every step of their financial journey. My goal is for our team to provide exceptional service and customized planning that reflects each client’s unique goals, values, and life purpose.
What are three words people use to describe you?
Conscientious, responsible, and organized.
When you are not working, what do you care about most?
When I’m not working, I enjoy long walks, reading Nordic noir crime thrillers, and watching movies with my husband. I care most about living a healthy lifestyle, spending quality time with the love of my life, and being a caring mom to our two amazing adult sons.
What’s your financial services journey?
I have more than 20 years of experience in the financial services industry, with a focus on private client and wealth management. After earning my MBA, I began my career as a Commercial Credit Analyst with a large bank, later advancing to Senior Credit Analyst before transitioning into Professional and Executive Banking, where I served attorneys, physicians, and business owners. I then became a Private Lending Specialist in the Consumer Real Estate division, underwriting custom jumbo mortgages for high-net-worth individuals. After taking time away from my career to start a family and be a stay-at-home mom and homemaker, I returned to work part-time as Director of Student and Alumni Services for the seminary my husband attended. This role allowed me to remain available for our school-aged children and be involved in their activities. After several years at the seminary, I felt called to return to financial services and joined a registered investment advisory firm as a Client Service Associate. I enjoyed a 13-year career with the firm, ultimately advancing to Senior Client Service Associate.