I work closely with senior advisors to serve high-net-worth clients, as well as emerging affluent professionals. My primary responsibilities include creating, implementing, and maintaining comprehensive financial plans for clients.
A supportive culture. My colleagues at McLean care about my professional and personal growth. I believe we work well together to support each other while helping clients meet their needs and goals.
Supportive, balanced, driven.
I speak Swedish. Not fluently, but comprehensive enough as most of my family is from there.
I enjoy spending time with family and friends, trying new restaurants, and going to Nats park for a ballgame.
Coffee, every morning!
3 – Virginia, Maryland, and South Carolina for college.
My favorite movie is Money Ball.
Early bird.
I tried fried crickets as part of a tasting event – not bad!
