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I bring 25 years of financial industry experience, partnering with my clients to build wealth and financial security. As a CERTIFIED FINANCIAL PLANNER®, I work closely with each client to understand the full scope of their financial life, along with their values, goals, priorities, and vision for their future.
Financial planning is complex, but working with me shouldn’t be. I believe financial planning should feel empowering. My clients want a sophisticated plan that is clear and easy to follow, and one that gives them confidence. I make sure they understand the steps I recommend and why. I create personalized strategies that bring clarity to complex decisions.
I believe a well-designed financial plan supports a well-lived life. I encourage my clients to live fully, as I try to do myself. Travel is my passion. From climbing Icelandic glaciers to trekking Peruvian mountains, walking the Camino, or hiking local hills, I’m fulfilled when exploring my world. It gives me perspective, balance, and lots of joy.
I help my clients achieve financial independence so they can sleep well at night. As a CERTIFIED FINANCIAL PLANNER®, I’ve advised clients for nearly 15 years, most recently at one of the largest female-led financial advisory firms in the country.
I focus on helping clients develop secure financial foundations based on a deep understanding of their needs of today and dreams for tomorrow.
When inspiration hits, I act. A Netflix romcom inspired me to visit elephants in Thailand. Friends made on that trip led to an excursion to London for the Henley Regatta. Closer to home, you’ll find me Stand Up Paddleboarding on the bay.
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