We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Chartered Retirement Planning Counselor SM designation
Completed the Accredited Tax Preparer Program
Director within MAI’s High-Net-Worth Group working primarily with corporate executives
Reviews her clients’ needs and goals in the areas of financial planning, estate planning, and insurance
Works with members of the investment, tax, insurance, and bill paying departments to ensure that her clients’ needs are met with personalized plans and keeps them informed of any changes in the tax and estate laws
Life Outside of MAI
Member of the Loyola Society, which supports the mission of Saint Ignatius through volunteer opportunities, fundraising support, spiritual enrichment, and social gatherings
College for Financial Planning
We look forward to learning about your financial goals.