Chief Compassion Officer
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.