At Truepoint, I build and manage client portfolios and ensure that clients’ investment strategies are well integrated into their overall financial plans. I bring a combined investment and financial planning background to offer insights into behavioral finance, knowing that one of the biggest hurdles investors have is the emotional side of investing. I'm particularly interested in macroeconomics and am especially skilled at explaining technical concepts in plain language. I was drawn to Truepoint because of its client focus, which enables me to get to know clients personally and see firsthand how my work helps them reach their goals.I spend most of my free time outdoors with my husband and two young children, usually at the park or the zoo. I also love to travel and explore new places.
Senior Portfolio Manager at Truepoint Wealth Counsel