What is your professional background?
Prior to joining Congress Wealth Management, I was the Director of Wealth Services for Filigree Advisors and a Relationship Manager at Boston Private Wealth and Trust. Before transitioning into wealth services, I was a Program Manager at a strategic branding and design agency where I was responsible for developing operational and analytics systems and managing the alignment of strategic, creative and technological resources in the development of client-facing branding and presentation material within the professional athletics and financial services industries.
What guides your financial principles?
A belief that markets work best for you the less you try to work the markets.
With regards to finances, what do you feel like is good advice to live by?
An understanding of risk and return, appreciation for diversity, and the value of time – in money and in life.
What brings you the most satisfaction professionally?
When we afford our clients the privilege to live their lives in their own way and be the foundation they lean on to help shape their legacy and foster future generations while enjoying the current one.
What is the best advice you’ve ever received?
“People are often unreasonable, irrational, and self-centered. Forgive them anyway. If you are kind, people may accuse you of selfish, ulterior motives. Be kind anyway. If you are successful, you will win some unfaithful friends and some genuine enemies. Succeed anyway. If you are honest and sincere people may deceive you. Be honest and sincere anyway. What you spend years creating, others could destroy overnight. Create anyway. If you find serenity and happiness, some may be jealous. Be happy anyway. The good you do today will often be forgotten. Do good anyway. Give the best you have, and it will never be enough. Give your best anyway. In the final analysis, it is between you and God. It was never between you and them anyway.” – Mother Teresa
What is your motto or mantra?
“Life is 10% what happens to you and 90% how you react to it.” First and foremost, be kind and humble in all that you do. But don’t apologize for doing what you need to, to live the one life you get to its fullest.
How do you spend your free time (hobbies, interests)?
With my husband and two kids. We enjoy running, biking, training for triathlons, riding horses, Asian Fusion restaurants, great tacos, and good beer with good people.