What is your role at PMX?
My focus is on building and executing strong, strategic partnerships with our financial adviser partners. My role sits at the intersection of strategy and relationships, ensuring that PortfolioMetrix’s investment solutions, technology, and strategic initiatives are implemented impactfully.
What attracted you to PMX?
What initially attracted me to PortfolioMetrix was the calibre of work being done in the industry and how confidently it was represented in the media. But what truly drew me in was the people, the adviser community and the culture. I was very impressed by how consistent and authentic the energy is in person.
What keeps you motivated?
The pace, the challenge, and the opportunity to continuously grow while contributing to a business that is shaping the future of investment management. PMX has provided me with amazing opportunities to grow and excel in my career and that environment naturally pushes me to bring my best every day.
What do you enjoy doing outside of work?
I enjoy staying active through strength training, running and swimming. I love spending quality time with family and friends and immersing myself in different experiences. I’m also passionate about serving in my church, playing piano and take great pride in being a phenomenal plant mom and baker.
Why do you stay at PMX?
I get to do what I genuinely enjoy, surrounded by incredible colleagues, a strong culture, and an outstanding adviser community. Being able to learn from intelligent, driven and passionate people pushes me daily.
