My path to HTG was not a linear one — but every step along the way brought me closer to work that genuinely fulfills me.

Between high school and college, I was provided an extraordinary opportunity to live in Paris for a year as an au pair – a pretty big deal for someone from a small town in Michigan! That experience shaped me in ways I couldn’t have anticipated. Living abroad taught me the importance of understanding people with different backgrounds and lived experiences — a perspective that has informed how I approach client relationships ever since. (It also left me with passable French that I have been anxiously looking to pick back up.)

After earning a degree in Business Management, I joined AllianceBernstein (Bernstein Private Wealth Management) in New York City, where I quickly discovered both a love for personal finance and a deep passion for serving clients. In my client service role, I was focused on anticipating clients’ needs and making their experience as thoughtful and seamless as possible. I was constantly looking for ways to refine and improve the client experience — from streamlining operations to ensuring every interaction with our firm reflected thoughtfulness and care.

Hearing the relief in a client’s voice when I could ease some of the burden around their finances — whether by guiding them through the loss of a spouse or helping answer the question, “Will I be comfortable in retirement?” — was profoundly gratifying to me.

At HTG, I look forward to bringing that same care and commitment to every client relationship — offering clarity and peace of mind so clients can focus on what matters most to them.

During my tenure at Bernstein, I participated in an 18-month intensive leadership development program and subsequently took on a formal leadership role in the firm’s Denver office — a move that brought my family to the city we now proudly call home. I later broadened my experience across luxury travel, SaaS, and executive search before recognizing that wealth management was my long-term professional home.

When I discovered HTG, I immediately understood how closely the team’s guiding principles aligned with my own values, and I am thrilled to be part of the team. I enjoy working closely with clients to bring clarity and peace of mind to their financial picture, so that they can focus on what matters most.