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…
From the start, I knew these were genuine, good people. I immediately felt welcomed, and the positivity, along with the friends-and-family-like atmosphere, was refreshing. ISTO stands for something meaningful - In Service To Others - and I knew I wanted to be part of it.
How I am In Service To Others…
Throughout my time at ISTO, my focus has remained on providing excellent service and support to clients and team members. I’m always willing to help, even when it falls outside my formal role.
The Core Value I resonate most with at ISTO is…
Unwavering commitment to excellence and innovation…in everything we do. I believe 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. Problem-solving, organizing, and refining systems energize me, which aligns perfectly with my compliance responsibilities. I genuinely enjoy reviewing, auditing, and improving processes that help us operate at our best.



























