My approach to wealth management was shaped early on by the realization that the traditional financial advising model focused more on distant planning than joyful living. With years of experience in the financial industry, and lessons learned through my own personal wins and challenges, I set out to modernize that model.

My career includes experience working with high-net-worth families at Merrill Lynch with multi-million dollar portfolios and complex human dynamics, creating financial plans while gaining profound insights into how people make financial decisions.

After Merrill I co-founded a wealth management firm in Chicago, IL before creating Pearlvest Capital: an investment management and wealth strategy firm designed to fill the gap strong leaders and forward-thinkers need now.

The seed for Pearlvest was planted by deeply personal experience. When my mom passed away suddenly in 2013 at the age of 57, the retirement plans my parents had built were gone and my dad’s life shifted in ways we never expected. Overnight. This harsh realization that joyful living really should come first was a critical shifting point in my career and how I serve my clients now.

Continually driven by experiences that reinforced the importance of living well while planning wisely, I started Pearlvest Capital to blend time-tested investment strategies with modern financial tools to help clients build wealth that enriches their lives today while securing their future freedom.

Beyond the business, I live in the northern suburbs of Chicago with my husband Kevin, daughter Mara, and son William. I love my work but equally value family time and being outdoors. While my husband bonds with our daughter over video games, educational shows, and schoolwork, I keeps the kids active and curious, introducing them to topics like AI, cryptocurrency, and preventative health. A champion for entrepreneurs, I find energy in supporting others and surrounding myself with forward-thinkers across industries. Our little family often escapes to Colorado to visit cousins, hike, and enjoy a slower pace away from city life.