What’s your favorite thing about your role?

I love having the opportunity to make clients feel happy and cared for. Often a client calls in a moment of stress and it’s a privilege to help them sort through whatever they are facing. If I am lucky, I can also bring a smile or make them laugh to brighten their day.

Why did you want to work for Bloom Advisors?

It might sound cliché but I really was drawn to the fact that portfolio size doesn’t determine your worth at Bloom. This isn’t the case at most firms in our industry and I wanted to be part of a team that I could be proud of.

What type of clients do you like working with most?

It’s a privilege to be there for all clients. However, there’s nothing more important than showing support for clients grieving the loss of a loved one. This transition to a new phase of life marks a time when clients need us the most. As such, I do my best to provide clients with gentle guidance, walking them step-by-step through the necessary estate settlement procedures in order to offset the overwhelming nature of the situation. In the face of tragedy, I can offer clients a bit of peace in knowing their finances are in good hands.

What do you like to do in your free time?

Spending time with my son is my favorite part of the day. I also love to bake! (Banana chocolate chip muffins are my specialty). I am also a health-nut and can often be found strength training at the gym.