Working in close collaboration with Sean, I oversee the operational management of our clients’ portfolios, ensuring a seamless experience from initial onboarding through every stage of their financial journey. As a licensed Registered Representative with 15 years of experience in private wealth, I deliver thoughtful and personalized service and advice, supported by extensive expertise in securities, discretionary portfolios, and registered accounts. Outside of work, my husband and I love spending time with our young daughter and goldendoodle, Kona.