About me
I am the Director of Operations for Modernist financial where I focus on structuring the financial planning, investment management, and internal strategic planning processes that help Modernist flourish. I spearheaded Modernist’s B Corp™ certification effort, and am an avid supporter of the conscious capitalism movement. I also enjoy writing and head up much of the firm’s content creation efforts. I was on Modernist’s founding team, having worked in private banking and financial services earlier in my career. I hold a Bachelor of Arts in Economics from Portland State University as well as a Series 65 Securities License and Paraplanner certification. When I’m not working, I prefer being outside and moving through the world. I serve on the Board of the Portland chapter of Women in Insurance and Financial Services, and volunteer with Women’s Foundation of Oregon whenever I can.