Birdie joined the Asset Preservation Strategies team with a singular focus on optimizing office atmosphere and maintaining high levels of team spirit—both in person and from afar. While the rest of the advisors manage complex financial portfolios and tax strategies, Birdie specializes in “paws-itive” reinforcement and timely snack-break reminders, whether she’s making an in-office appearance or checking in virtually.
As a part-time office professional, Birdie makes the most of her days on-site—greeting clients, conducting thorough “desk audits” for stray crumbs, and ensuring every team member receives their daily quota of tail wags. When working remotely, she continues to support morale through virtual drop-ins, background cameos during meetings, and by setting a strong example of work-life balance (often demonstrated through expert-level napping).
A firm believer that every successful client meeting should be followed by a moment of joy—be it head scratches or a quick game of fetch—Birdie helps keep the team grounded, even during the busiest tax seasons. Whether she’s scouting sunbeams in the office or dialing in from her home base, her calm demeanor and unwavering dedication remind us that a balanced life is just as important as a balanced budget.
Birdie remains a vital part of our firm’s culture, proving every day that sometimes the best advice comes from a friend who listens—whether in the room or on screen—without saying a word.
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