Our Team

I have been a finance professional for 25 years, serving as head of finance for a small company, as an investment banker, as a management consultant with McKinsey & Company and most recently I served institutional investors for over 14 years at BNY Mellon Investment Management.

For the past 25 years, I have used my finance and governance experience to serve a wide range of clients and non-profit organizations. Much of my professional career was as a portfolio specialist at institutional investment firms, including MFS Investment Management and Morgan Stanley Institutional Investment Management. More recently, I headed up socially responsible investing for Portico Benefit Services. I have been an active volunteer and board member for local and national non-profit organizations, where I have contributed to finance, policy and governance initiatives.

Before joining Plum Street Advisors, I worked as an analyst designing financial data and quantitative models, first at Goldman Sachs & Company and then at MIT Investment Management Company. I’ve also been an entrepreneur, establishing and marketing small businesses. I bring my experience in consulting and working with financial models to help clients translate their life goals into specific investment objectives.

I bring a decade of private banking experience to my role as Client Service Associate at Plum Street Advisors. A background in accounting, as well as many years of working in client services and portfolio management, preceded my joining Plum Street Advisors in early 2019. I was drawn to Plum Street Advisors’ transparent and client-first approach to financial planning, and I love being part of a small, dedicated team of professionals.

I joined Plum Street Advisors in 2021, bringing a blend of experience in information technology, finance, and customer service. I’ve enjoyed being part of a smaller firm that is truly devoted to serving their clients and being part of a team with a very high standard of professionalism.