Designations
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER® professional1
- Chartered Financial Analyst
Work Experience
- Joined the firm in 2020 as a result of the acquisition of Greenway Family Office, which she founded in 2010
- Advises business owners, individuals and multi-generational families in succession, governance, investment, tax, and philanthropic planning
- Experience includes co-founding and serving as the President of the St. Louis Trust Company, where she led the creation of the firm’s family service methodology
- Previously a Partner at Arthur Andersen, LLP where she led the region’s Family Office and Investment Committee, and a Managing Director at Price Waterhouse in the tax division, specializing in tax and financial planning for corporate executives in single stock risk management, hedging, and monetization
Life Outside of MAI
- Former President of the International Women’s Forum-Missouri
- Member of the Young Presidents Organization (“YPO”) Gold Board of Directors and responsible for the “YPO Next Generation” in St. Louis
- Co Chair of the 2024 Christian Business Women’s Breakfast put on by The Rooted Sisters, of which she is a founding board member
- Serving in the Nursery at The Crossing Church
Education
- University of Illinois at Urbana-Champaign, BS in Accountancy
1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
