My approach to building relationships is thoughtful and service-driven. I believe trust is earned through consistency, preparation, and follow-through – and that’s how I show up every day.
Family business owners and the advisors who serve these businesses know they can count on me to listen carefully, respond reliably, and stay focused on solutions that truly serve their needs. Making an impact is my mission in everything I undertake.
I’m not the loudest voice in the room, and my goal isn’t to sell. It’s to help my network connect with the right resources – at the right time – to make decisions with confidence. That means noticing the details others may miss, asking the questions that bring clarity, and making sure nothing falls through the cracks to understand not just their business challenges, but also their family dynamics, goals, and values.
Throughout my career, I’ve led with structure, dependability, and a commitment to getting things done the right way. I’ve managed multi-million-dollar sales portfolios, led national teams, and built long-term client relationships by staying organized, rational, and proactive. Once I commit to something – whether it’s a client, a project, or a promise – I see it through.
Community involvement includes:
- Board Member of Girls Golf of Valley Forge, PA
- Chair, Women in Manufacturing – Eastern Pennsylvania Chapter
- Golf Committee Board Member & Volunteer, Ronald McDonald House, Philadelphia
When I’m not investing my energy into causes that matter to my heart, you can find me spending time with my family, golfing, traveling, watching Philadelphia sports (especially the Eagles!), working out, playing cards and games, listening to music, baking, enjoying delicious foods and drinks.
For questions about our Six Pillar Framework or how Compass Point can help your family business, email me at: [email protected]