Growing up, I treated saving money like a game. How much could I put away this month? Could I beat last month? It was less a financial strategy and more a personal competition, but it pointed me somewhere useful. I studied Finance at Marquette University, followed Dwyane Wade to the Final Four, and have picked the Golden Eagles in my bracket every March since. Loyalty has a price.
I have spent 23 years working in financial services, the last several of them at Pathmark Wealth Advisors, where I serve as Director of Operations. My work lives behind the scenes, which is exactly where I like it. I build and maintain the systems, workflows, and processes that let our advisors focus on what they do best. When the infrastructure is working well, nobody notices it, and that is the goal. I joined the team in 2021, onboarding remotely during a period that was testing everyone's ability to adapt. What that experience gave me was a sharper instinct for building systems that hold up under pressure rather than just under ideal conditions.
The part of my job I value most is the people I do it with. A collaborative team that takes its work seriously is not something to take for granted, and I do not. I also plan our client events, which turns out to be a separate skill set entirely, and one I genuinely enjoy. The clients seem to as well.
I live in Warson Woods with my husband and our two kids, in the kind of neighborhood where the people next door actually know your name. Weekends frequently involve following our daughter and the St. Louis Rowing Club to regattas across the Midwest. When the schedule clears, I make my way to Pilates, walk the dogs, and find something good to open at the end of the day.