Expertise

Head of Midwest Advisors’ Trust Investment Solutions team and supervisor of our Connecticut office.

Experience

Joined FCI in 2009 and in 2025 was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust. She is responsible for the strategic leadership of Midwest Advisors’ Trust Investment Solutions (TIS). In her role, she ensures that the team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies around the country.

She has 20 years of experience in the financial services industry, most of which has been focused on providing client-centric solutions and business development support to institutions in the trust industry, helping them serve their clients and grow their business.

She began her investment career as an investment banking analyst performing due diligence on financial institutions at Morgan Stanley.

Education

BA, Middlebury College

Certificate in Financial Planning, Boston University