I am a native northern Californian with a 2-year stint in southern California and a 3-year flirtation with Colorado. I live with my husband and two awesome teens in El Dorado Hills and am approaching empty-nest-hood with glee and anxiety. Weekends are for family and friends, and trying to organize my busy life. My soccer cleats are almost officially hung up, I’m trying to golf more, and I swear I will reacquaint myself with tennis. And I take way too many pictures of my big yellow lab and cool Bengal cat.
What do you do at CunninghamLegal
CunninghamLegal is a successful, caring, innovative firm with plans to further expand throughout California to best serve our clients. As COO, it is my challenge to ensure that we scale efficiently, effectively, gracefully, and always with the satisfaction of our clients at the forefront. People expect a true “partner” relationship for such important services as estate planning and trust administration, so my job is to ensure that the operations, systems, financials, accessibility, and communications enable us to do and be our best every day.
What is the best talent that you bring to CunninghamLegal Clients?
My background is in marketing, business development, and operations for a variety of industries. Bringing a holistic view of how best to create a trusting, progressive, “simplified” relationship with our clients is a talent and passion of mine. It helps that we have the most talented and experienced team to support our clients!
Favorite Inspirational or Humorous Quote:
The only person you are destined to become is the person you decide to be. —Ralph Waldo Emerson
How wonderful it is that nobody need wait a single moment before starting to improve the world. —Anne Frank
Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not. ? Dr. Seuss, The Lorax
Shawshank Redemption, The Proposal, The Holiday, Greatest Showman. No scary movies – ever.
The Help, Kite Runner, and all the great mysteries and court room dramas that can be read by the pool.
Where Did You Grow Up?
I grew up in Greenbrae in Marin County. A beautiful and safe place to be a kid. My dad was in the FBI and my mom a homemaker. I have two sisters, including a twin!
If money were no concern, where would you travel to?
Just about everywhere. There are so many corners of the U.S. I have missed, and then I would like to put Central and South America (Machu Pichu anyone?) next on the list. The parts of Europe I’ve missed would be the next priority, and then off to Asia.
Biggest Pet Peeve:
People who don’t treat others as they would like to be treated.
And poor grammar.
My promise to you… our client:
My promise is to always keep the focus on what is best for our clients. We strive to enhance our knowledge, quality, transparency, and innovation to gain your trust and respect, and my goal is to continue to find new ways to enable us to do so.