As a Principal of our Wealth Management team, my main role is to manage relationships- both externally with clients and internally with other team members.
The people. Both team members and our clients. I am so lucky to be able to call them all family.
Academic. Trust. Reputation.
I spend most nights and weekends traveling with our children to their sporting events. Spending time with them is invaluable and watching them enjoy their sports energizes me. I try to squeeze in the gym/run most days also!
COFFEE
I have lived in 3 states – I grew up in New York, went to college in Maryland, and currently live in Virginia.
I recently read Life's Golden Ticket: A Story about Second Chances, by Brendon Burchard. It was fascinating!
Early bird- I am a pumpkin after 10 PM.
I'm not too picky about trying new things, but I have a tough time with cilantro. Even just the smell of it!
