I have 20 years of professional experience in finance and nonprofit governance, most recently as a Portfolio Manager at Bingham, Osborn & Scarborough, LLC a wealth management firm based in San Francisco managing in excess of $3.5B for 900+ clients. As a Certified Financial Planner®, I enjoy guiding clients through the challenging world of investments and financial planning decisions.
I graduated from Amherst College in Amherst, MA in 1999.
I founded Plum Street Advisors with Dave to create a full-service wealth management firm that was accessible to a broad spectrum of working professionals—not just the exceptionally rich. My passion is to deliver substantive financial services to people for whom the small decisions carry tremendous value. My goal is to create a space for highly ethical investment professionals who—like our clients—work hard to make a good living, without using the opacity of financial transactions to enrich ourselves at the expense of our clients.
I am an expert at developing financial models for both personal plans and investment strategies. I also have extensive experience in helping nonprofits build endowments and helping their boards govern them within proper fiduciary guidelines.
I currently serve on the Board of Maple Area Residents, Inc. as well as the Finance Committee of the Waldorf School of New Orleans and as a Den Leader of Cub Scout Pack 56 at Lusher Elementary.