Experience & Background
As a wealth manager and CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience, I help individuals and families make confident financial decisions. I provide personalized financial planning and investment management to grow and protect my clients’ wealth and stay on track toward their long-term goals. My expertise includes comprehensive wealth management, tax planning, and intentional guidance for women, individuals navigating divorce, same-sex couples, and business owners. I hold Series 7 and 66 licenses, the CFP® certification, and a Certificate in Diversity, Equity & Inclusion.
Planning Philosophy
My work is deeply personal and rooted in my own story. Growing up, I watched my mother stay in a marriage that was not safe and healthy because she didn’t feel financially stable enough to leave. This taught me that a lack of financial confidence can silence a woman, limit her options, and keep her in places that aren’t aligned. That experience led me into this profession and fuels my commitment to helping women build clarity, confidence, and independence so they make decisions from strength and desire, not survival.
I believe women have unique financial needs and approach money differently. We plan differently, we live differently, and we deserve to be guided differently. My approach is grounded in empathy and integrity, personalized and client-centered planning, and a holistic perspective that considers both money and life. I meet women where they are, simplify the complex, and create a collaborative, judgment-free space where they feel safe, seen, supported, and empowered. My mission is to show women there is always another way, whether they feel stuck in a relationship, a job, or a season of life because of money fears or “have-to” beliefs.
Outside the Office
Outside of work, I love being in nature. Whether it’s in the ocean, on the beach, in national parks, or in the mountains. Staying active, exploring new ways of expanding health and longevity, and discovering new movement practices help me feel energized and grounded. I enjoy music and dance events, practicing mindfulness and meditation, and exploring personal growth and wellness practices that keep me centered. As part of my philanthropy, I offer complimentary coaching sessions and comprehensive financial plans for underserved communities and people striving for financial stability. I’m endlessly fascinated by the human mind and consciousness, and I spend a lot of time exploring how our beliefs shape the way we experience life, relationships, and money.
Fun Fact
One of my favorite adventures was a night scuba dive alongside manta rays, where I got to see a shark sleeping in a cave and watched an octopus gracefully glide across the sea floor. It was an unforgettable reminder of how powerful and freeing it can be to explore worlds beyond our comfort zone.