I didn’t set out to become an advisor to families of wealth. In many ways, this path found me.

When I was a child, my family sold its business—one that had been passed down for five generations. Even at that young age, I could feel the ripple effects of that loss. I saw how a family enterprise isn’t just about money or ownership; it’s about identity, connection, and legacy. That early experience planted a seed in me: a curiosity about the unseen dynamics that shape families and the stories they carry forward.

That curiosity grew into a career. I began as a psychotherapist, sitting with people in their most vulnerable moments, learning how emotions, awareness, and relationships intertwine. Over time, I realized those same forces were at play in the world of family enterprise and wealth. So I stepped into coaching and consulting—first working with Loyola University Chicago’s Family Business Center for nearly ten years. Then co-creating the Family Dynamics practice at Wells Fargo Private Bank, as a Vice President and Family Dynamics Consultant for over eight years.

Along the way, I kept returning to one central truth: the success of a family’s legacy isn’t measured only in assets or structures—it’s measured in how well family members relate to one another, across time and generations.

Today, through my practice, Aligned Family, I work with ultra-high-net-worth families and the professionals who serve them. My role is often that of a guide: helping families find clarity in complexity, uncover the unspoken stories that shape them, and build trust where it’s needed most. Whether I’m supporting a rising generation member stepping into leadership or an advisor navigating delicate family dynamics, my approach is grounded in empathy, discretion, and honesty.

Credentials

My credentials give me tools, but my lived experience gives me perspective.

• Bachelor and Master Degrees in Behavioral Sciences

• Certificates in Family Business Advising and Family Wealth Advising

• Certificate in Ontological Coaching

• Certificate in Positive Psychology

But more than that, I bring the personal insight of someone who has lived the very dynamics I now help others navigate.