As a member of the Bair Financial Planning team, I provide essential administrative and operational support to our clients and the team. With a focus on enhancing the client experience, I assist in preparing the team for meetings, maintaining relationship management systems, executing on a range of client requests, and optimizing internal processes.
Originally from California, I bring a diverse background to Bair Financial Planning. After a successful career in executive recruitment, higher education, and startups in the U.S. and Asia, I decided to pivot my career toward my long-standing passion for financial planning.
With a Bachelor's degree from UC Santa Barbara and a dual Master's Degree in Global Economic History and Global Studies from the London School of Economics and the University of Leipzig, I have gained valuable insights and skills that contribute to our clients' financial well-being.
During my time in Asia, I had the privilege of leading admissions for the Asia School of Business in Collaboration with MIT Sloan and co-founding a boutique indoor cycling, strength and conditioning studio called Clubaloha.
Outside of work, I love traveling, exploring the ocean, spicy food, and spending quality time with my partner and our Rhodesian Ridgeback puppy!