Turning a simple conversation or connection into a business opportunity has always fueled my passion. My career journey kicked off at First Data Corporation, where I learned the art of developing relationships that led to a 55% increase in territory revenue in my first year. Later, at PR Newswire, I was chosen by senior management as one of six Global Account Managers tasked with generating new business.
Even while taking a break to raise my family, I continued funding causes and strengthening community alliances, proving that building fruitful connections is a passion that never pauses. Now at Shelter Rock Management, I am focused on leveraging my expertise to forge strategic partnerships and explore new markets. I am always open to new connections and conversations!
Founded in 2006, we are an independent, SEC-registered investment advisor and provide personalized investment management and retirement planning services and solutions for our clients.
We work with a wide variety of clients, from individuals and families in the early or late stages of their careers to those in retirement. We also provide advisory services to small and medium-sized business owners and key executives, helping them manage corporate retirement plans while guiding their employees.
Our company has extensive experience managing equity and fixed income portfolios through different market cycles. For the last decade and beyond, we have managed our own Morningstar-rated growth and income strategies for our clients using Fidelity’s institutional brokerage platform.
In my free time, I enjoy nothing more than cheering on my kids from the sidelines (proud hockey and soccer mom). I also love staying active playing tennis and pickleball, traveling to new places, reading a great book, and relaxing at the beach.
Ambassador at the SUDC Foundation - www.sudc.org
As an ambassador, I support the programs mission, engage in outreach, fundraise, educate, and connect families worldwide.
Through our firm's trusted advisor network we are building a collaborative group of high-level professionals—often including accountants, estate attorneys, tax specialists, and fintech experts—who can provide comprehensive, integrated services to clients.
We work with High Net Worth Individuals who are seeing personalized investment services and we provide advisory services to small and medium-sized business owners and key executives, helping them manage corporate retirement plans while guiding their employees.
Accountants/CPAs
Estate/Trust Attorneys
Fintech/Service Partners
Small and medium-sized business owners/executives
High Net Worth Individuals (seeking personalized investment services)