As Director of Operations, I create a seamless day-to-day experience for our client community. My role centers on overseeing all account administration, implementing efficient processes, and coordinating closely with our team so every request is handled with care and precision. When things run smoothly behind the scenes, it allows you to focus on what matters most - feeling confident and supported in your financial life.
My mission is to connect with you, empathize with your unique circumstances, and guide you through challenges all the way to completion. I bring a strong research ethic, tenacity, and attention to detail to every situation, especially when navigating complex or time-sensitive issues. I genuinely enjoy simplifying complicated matters and helping you feel understood.
That approach is shaped by my diverse professional background. Before entering the financial services industry, I worked as a fine-dining chef in the Bay Area, a role that instilled discipline, precision, and the ability to perform under pressure. I later transitioned into finance, working as a Research Associate on the ESG team at Glass Lewis, followed by an Investment Representative role at American Century Investments. I then joined Keating & Associates, where I progressed from Account Administrator to Investment Administration Manager and ultimately Investment Operations Supervisor. Each position strengthened my ability to manage complexity, lead operational workflows, and deliver a boutique client experience.
Along the way, I earned my Bachelor of Arts in English from the University of Missouri - Kansas City in 2019, graduating with both departmental and university honors. I am also an alumna member of Sigma Tau Delta, the English Honor Society, and the National Society of Leadership and Success. Outside of work, I volunteer with KC Pet Project, supporting animal rescue and shelter efforts in the community.
When I’m not in the office, I enjoy reading, hiking, biking, camping, cooking, dancing, and spending time with the people and pets I love most, including my dog, Irene, and my cat, Ophelia. Those moments of balance and connection fuel the same care and focus I bring to my work each day.