What do you love most about working at Bloom?
I feel very fortunate to come to work every day and work alongside my sister, father and uncle. In past jobs I needed to carve out dedicated time to be with my family. Now I get to take advantage of last-minute lunches together and quick chats in the hallway on a regular basis.

What type of clients do you like to work with most?
I most enjoy working with women who are looking to establish themselves and their families. Finance in general doesn’t pay enough attention to women and our unique circumstances. I love bringing women into the conversation (even when they’re a bit skeptical) and empowering them to be part of the decision-making process.

What do you think makes Bloom so special?
We recognize that each client has unique circumstances and there is no cookie-cutter option. We want to support our clients as a partner through their financial life. If that means coaching a client through refinancing their home or helping them think through options for aging parents, we’re here for them. I don’t know of any other firm that can truly commit to that the way we have.

What did you do before you joined Bloom?
Straight out of undergrad, I spent four years as a middle school teacher and administrator in high-need schools in Washington, DC, and Brooklyn, NY. Teaching taught me patience and the need to customize curriculum to the needs of each student. This is a valuable lesson that I apply regularly at Bloom.

After teaching, and graduating from business school, I spent four years at Boston Consulting Group (BCG), a global management consulting firm. At BCG I managed teams across the country to help business executives think through their most challenging problems related to profitability, human resources, operations and efficiency.