I work with families to build, manage, protect and transition their wealth through trust, estate and fiduciary services. After law school, I knew I wanted to pursue an “alternative” legal career path. When I met a former trust officer who described her role, I was thrilled to learn of a path that would allow me to use my education to work with families and develop financial plans that would benefit them and their beneficiaries for years to come.
Many people don’t understand the value of a corporate fiduciary or exactly what my job entails, so it can be challenging sometimes to help them understand what I can provide for them and why that’s important.
The range of services offered by a corporate fiduciary or trustee. We can help our clients pay bills, file tax returns, distribute personal property, sell real estate, etc.
I have been blessed to work with exceptional women throughout my career. I think I have learned the most from watching them lead by example. It comes down to hard work, dedication and, most of all, balance.
I like to take a walk and gain some clarity.
Since moving to Little Rock in 2005, I have made amazing friends. I also enjoy the amenities of a big city with the tight-knit, community feeling.
My clients, my coworkers and the Arvest culture! The fact that someone’s future will benefit from the work I do makes me excited to come to work.
A psychology degree would have been helpful…
