Helping clients navigate their financial futures with trusted guidance, deep expertise, and empathy is at the heart of what I do. Growing up in Buffalo, NY, with a CPA father, I developed a strong foundation in financial responsibility early on—skills and values that continue to guide me today.
Now a Dallas resident for nearly 30 years, I’ve spent my entire career in financial services and banking, with over three decades of experience across various roles in the industry. The opportunity to join Fireside Capital Advisors was both unexpected and incredibly meaningful—a once-in-a-lifetime chance to become a partner in a firm I had long admired. As a Fireside client for five years before becoming a partner, I saw firsthand the care, collaboration, and dedication Tim and the team bring to every client relationship.
As Chief Operating Officer, I focus on delivering an exceptional client experience while overseeing the firm's day-to-day operations. I am passionate about ensuring our clients feel supported, informed, and genuinely cared for at every step.
Beyond the firm, I’m deeply committed to community service. I served on the board of The Senior Source, a Dallas nonprofit serving older adults, for eight years, including a term as Board Chair. This organization holds a special place in my heart, and I was honored to be named a Lifetime Honorary Board Member following my board service.