I am currently serving as the Operations Manager at Boulder Wealth Advisors, bringing over 13 years of experience in the financial services industry. My journey in this field has been both rewarding and diverse, having previously worked at Elevations Credit Union and Edward Jones Investments. Before embarking on my career, I earned a Bachelor of Science in Industrial Engineering & Operations Research from the University of Massachusetts at Amherst.
As an Operations Manager, I enjoy seeing clients achieve their lifetime financial goals. My engineering background equips me with the tools to solve problems, which I apply not only in my job but also at home and in my volunteer work.
Originally from Brooklyn, New York, I now reside in the vibrant city of Boulder, Colorado. I am the proud parent of three adult children: Dylan, Erin, and Sean. Outside of my professional life, I am actively involved in Congregation Har HaShem and the Boulder Jewish Community Center, where I cherish the sense of community and connection. Balancing my professional and personal life has been a fulfilling journey, and I am grateful for the opportunity to make a positive impact in the lives of those I work with and the community I am a part of.