I began working in finance in 2012 with Carter Financial, LLC before transitioning my career with a move to San Francisco with one of the world's largest asset management banks. After a short hiatus from paid employment to start a family, I rejoined the Carter Financial, LLC family where I maintain a high standard of care for clients, a mastery of operations and financial planning, and a personal sense of responsibility and accountability reflected in my daily interactions with clients. Before entering the world of finance, I studied to become a teacher. The drive to educate and empower others is still very strong and one of the aspects of this work that I love most.
I hold a B.A. in psychology, a series 65, and CFP® designation.
Outside of work I enjoy spending time with my husband, two daughters, and two dogs. I love getting outside, traveling, biking, and reading.