Many of the women I work with have built successful careers, manage busy households, and somehow still end up being the CEO of everyone else's life. They're thoughtful, capable, and making good financial decisions but they're tired of wondering if they're missing something. My job is to bring clarity to the chaos, help you organize your financial life, make confident decisions, and boost a plan that supports the life you're working hard to build.
Financial planning should feel like sitting down with someone who knows their stuff, rather than someone trying to impress you with jargon. Whether we're navigating saving, investing, retirement planning, taxes, or a major life transition, my goal is to explain complex topics in plain terms, ask thoughtful questions, and build a strategy around what matters most to you.
When I'm away from the office, you'll find me exploring Alaska alongside friends or my husband and daughter. My great loves include real maple syrup from Vermont, a day climbing uphill, and cooking with friends.
Financial planning isn't about spreadsheets; it's about creating more time and freedom for the people, places, and moments that make life meaningful.