As a Wealth Management Partner, Vanessa assists clients in developing long-term investment plans and portfolios to achieve their financial goals and objectives. Vanessa sees her role as her clients’ chief financial officer – someone who can view their financial situation with the perspective needed to help them make smart decisions about the management of their wealth. She is directly responsible for over $135M in assets under management.
Vanessa began her career at Dimensional Fund Advisors, a global investment management firm. Vanessa provided analytical support related to capital markets research and portfolio management to investment professionals.
Vanessa is Certified Public Accountant and Certified Financial Planner. She has been recognized in her industry as an expert and regularly appears on KVUE news. She frequently speaks on several topics ranging from the Science of Investing to the Women’s Retirement Gap. She loves spending time with her husband, Mac, and son, McCammon.