I bring more than 15 years of professional business development and community and charitable involvement to my work at RBC Wealth Management. I enjoyed a successful career in the telecommunications industry prior to joining RBC Wealth Management, assisting Fortune 1000 companies. I received a Bachelor of Arts from Marquette University.
Accredited Wealth Manager
In 2013, I earned RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). This advanced-level program builds on the fundamentals of wealth management, with a focus on the sophisticated knowledge and skills necessary to advise high net worth families in areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies.
I moved to the Twin Cities in 1998 and live in St. Paul with my partner, Sam Grosby, and our two children, Judah and Noa. Community involvement is an important aspect of my life and I serve on the board of directors for GiveMN, the Astraea Lesbian Foundation for Justice and Rimon: The Minnesota Jewish Arts Council, as well as being on the Jewish Family & Children’s Services Development Committee.