Mimi joined BBR Partners in 2024 and is a Vice President of Portfolio & Wealth Advisory. Mimi’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining BBR, Mimi was an Assistant Vice President and served on the Investment Committee at CSM Capital Corporation. Mimi holds a BS from Washington and Lee University in Business Administration.

Outside of the office, Mimi enjoys golfing, skiing, tennis, and spending time with friends and family.