I grew up in New Jersey and graduated from Notre Dame with majors in Finance and Psychology, moving to Seattle shortly thereafter to work in corporate finance at Microsoft. After a few years, I began looking for a profession that would allow me to focus on my passion for personal finance. I feel truly lucky to have found a career where I get to help people make smart financial decisions that improve the quality of their lives.
I currently hold the Chartered Financial Analyst (CFA) designation. The CFA designation is globally recognized as the highest set of credentials in the investment management industry and requires several years of rigorous study to successfully complete the program. I’m also passionate about helping people invest with their values. I’m a Chartered SRI Counselor (CSRIC™) and have expertise providing guidance around sustainable, responsible, and impact investing options.
On the weekends you’ll find me out in the mountains backpacking or snowshoeing with my partner and our two dogs. I’m an avid reader and am always looking for a good book recommendation.
Online Blog Resources
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.
Investors like you are, by definition, actively planning for your financial future. At Merriman, we understand that you also want to make sure the world is bright for future generations. Learn about some of the ways you can invest in line with your values.