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- Who We Serve
- What We Do
- About Us
- Insights & Research

Before joining Northern Trust, she was a vice president and wealth planner at Citi Private Bank. She provided advisory services to corporate executives, private business owners, entrepreneurs and wealthy families. Prior to Citi Private Bank, she was a vice president at Goldman Sachs working to bring advisory solutions to ultra-high-net-worth individuals and families.
She graduated from Michigan State College of Law with a Juris Doctorate and Boston University School of Management with a bachelor of science in business.
She is a Vice President and Juris Doctorate (JD) and active member of the New York State Bar. She also has her Certified Trust and Financial Planner designation from the American Bankers Association.
She is married with a young son and loves to spend as much time as she can with her family, traveling and being involved in her community.
As vice president and wealth advisor, she specializes in the development and implementation of financial, estate and tax plans for high-net-worth individuals, senior executives and wealthy families.
She is involved with the Indian River Estate Planning Council and is an active member of the New York State Bar Association. She is also an active member of the Indian River Junior League.