I joined ISTO Advisors in February 2017, and over time, my role has evolved, ultimately leading me to my current position as Executive Assistant to our Chief Compliance Officer, Chris. My experience, industrious nature, and attention to detail are essential in supporting executive functions and ensuring compliance across the firm.
I live in Illinois with my two children, Kase and Kinsley, and our golden retrievers, Nala and Pumba. We love adventure walks and bike rides, and I cherish the simple moments that make my kids smile.
Why I joined ISTO…
I joined ISTO almost nine years ago, and I still remember walking in for my interview and immediately feeling welcomed. From the start, I could tell these were good people. The positivity and friends-and-family-like atmosphere were refreshing - I was even greeted by Chris’s wife, Lesley. It was clear early on that ISTO stood for something meaningful, and I knew I wanted to be a part of it.
How I am In Service To Others…
How I am In Service To Others…
Over the years, I’ve held various responsibilities, but one constant has been my dedication to providing excellent service and support to our clients. I’m always willing to help, even when it falls outside my formal role. Whether it’s assisting a client with travel arrangements during a meeting with their advisor, moving my car so they can park closer to the building, or coordinating a call outside of typical hours, I’m happy to do what’s needed. Even a simple smile can make someone’s day a little better.
The Core Value I resonate most with at ISTO is…
The Core Value I resonate most with at ISTO is…
Unwavering commitment to excellence and innovation…in everything we do. I’ve always believed that if you’re going to do something, do it right - and give it 110%. I approach projects with patience and thoughtfulness, considering all angles and the broader impact. I’m energized by problem-solving, organizing, and refining systems, which align well with my compliance role. I genuinely enjoy reviewing, auditing, and improving processes that help us operate at our best.



























