Our Team

Born and raised in communist Poland, I immigrated to the U.S. in 1983. I began my career in the middle of the roaring '90s when the average investor believed it was her God-given right to consistently rake in equity returns of over 20 percent a year. Boy, how things have changed. Over the past several decades, I have helped families like yours to establish specific, measurable financial goals for the attainment of wealth—however, YOU define wealth, be it retirement with no compromise in lifestyle and personal dignity, the education of your children or grand-kiddos, leaving a legacy to your favorite charity, etc.   

My practice emphasizes comprehensive planning, asset allocation, and discretionary, fiduciary portfolio management. I can also help with income planning, education funding goals, structures for charitable giving, and estate planning issues. My network of trusted local professionals is deep and carefully cultivated.

I joined Conestoga Wealth Partners in 2021 after a combined 25 years with UBS Financial Services and Morgan Stanley.  

As a lifelong Washingtonian since arriving in this country, all of my charitable and community efforts focus on our neighbors. I work and serve various local organizations including the Rescue Mission, The TEARS Foundation, Hope Sparks, and the Pierce County Heart Walk/American Heart Association.

My husband, Craig, and I live in Gig Harbor, Washington, with our fur-child Gemma, a 16-pound Norwegian Forest Cat, who is also the reason I usually begin my day around 4:30 in the morning. Craig and I enjoy boating, vacationing, and caring for our deer family, which came with the home we built in 2020. Our favorite sunny getaway is Cabo San Lucas, where we've been relaxing once or twice a year since 1999. 

Fees: $350 hourly rate for planning services; generally speaking a range of 0.25% (fixed income/bonds) to 1.00% (balanced and growth) for managed accounts.*  

I hold a degree in Economics from Duke University and studied at the College for Financial Planning prior to becoming a CERTIFIED FINANCIAL PLANNER™. I guest lecture at the University of Puget Sound on behavioral finance and financial planning, and have taken advanced planning coursework on investments, estates, insurance, retirement, taxes, education, and employee benefits. Specialties include

• Advising high net worth families across their entire financial life
• Tax-efficiency planning
• Stock plans, restricted stock, and employer stock options
• Washington state retirement system and pension analysis

Besides providing financial advice, wrestling has long been part of my identity. While at Duke, I was captain of the varsity wrestling team and a three-time All-American. I was even televised nationwide on ESPN prime time for the national semifinals. Fair disclaimer: I lost! I continue to coach at South Kitsap High School.

I enjoy Crossfit and Spartan Races with my lovely wife, Brooke, who I met in 5^th grade when we both lived in the same little neighborhood in Olalla. Family is important to me—most Sundays you will find us visiting both sides of our family. We have a beautiful baby girl named Belle. I proudly serve as past president on the South Kitsap Rotary board, previously served as treasurer for the Gig Harbor Young Professionals, and have volunteered for the Duke Alumni Association.

Fees: Generally speaking, for investments managed my fee is 0.7%–1.25% a year.* For hourly planning work, my fee is $350/hour.  Most financial plans cost $2,200-$8,000.

Today, trusted financial advice is more important than ever. As your financial advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you, so we can address your most important priorities with a comprehensive plan that helps put your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.

My career spans Morgan Stanley for more than 20 years, UBS for six years, and, most recently, Conestoga Wealth Partners since 2015. With more than 30 years of experience as a financial advisor, you can feel confident that I bring the knowledge and experience to help guide you successfully through your financial journey. 

Hi! I have been serving in the capacity of Client Service Associate since November 1^st, 2021, and truly enjoy working in the office and engaging with the advisors and their clients.

I started out as a stay-at-home mom, raising three marvelous kids, Anthony, Christopher & Amber, before entering the work force in 2007. I started at UnitedHealthcare, working in the managed health care world for the next fourteen years. I assumed several roles during my time with UHC but always with an emphasis on customer-service. I am a people person and enjoy building relationships so being part of a client-centric office has really been an easy transition.

When not in the office, I enjoy being home with my 3 cats, Junior, Calliope & Mimi, as well as tending to my flock of chickens. I have a mini-bantam rooster named Manny and eight hens. I am also an avid bird watcher which allows me to incorporate my other hobby of taking day trips to numerous state and national parks as well as several wildlife preserves in this incredibly beautiful state. I enjoy being outdoors and tending to my yard and having family & friends over for gatherings in the warmer months.

Financial planning is often an emotional journey. As clients' financial partners, we celebrate their successes and empathize with their loss. As chief compassion officer, my job is to improve client smile ratios, increase the Warm Atmosphere Index, and welcome you to a place where we are genuinely happy to see you. You may not see me every day in the office—I often work remotely, leading seminars and workshops with our advisors in an effort to make them better humans.

My favorite pastimes outside the office include chasing goats, tug of war, hugs, and belly rubs. I also love spending time with my two nephews, Smith and Wesson (also dogs). My favorite quote is from Merrill Markoe: "I sometimes look into the face of my dog Stan and see a wistful sadness and existential angst, when all he is actually doing is slowly scanning the ceiling for flies."

We work tirelessly to ensure clients prosper. We also work hard not to take ourselves too seriously.

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you with the best possible service.

Learn more about Commonwealth's planning team here.