I am a CFP®, Certified Financial Planner®. CFP®s are fiduciaries for their clients and as such always put the client first. We get compensated by the client and never get paid to move product, it is a completely open architecture. That said, I help individuals and families achieve their financial goals through personalized planning and investment strategies. Together, we'll craft a roadmap to your financial future, considering your unique needs, risk tolerance, and investment horizon. Whether you're saving for retirement, a child's education, or a comfortable lifestyle, I'm here to guide you every step of the way.

I work with women and work with couples who have equal voices when it comes to their financial health and wellness.

For many years, I've thrived in the financial industry, predominantly working alongside and empowering women. Early on in my career, I noticed a crucial disconnect: even while working for and marketing to women, the focus often wasn't on truly understanding their needs and goals.

I'm passionate about ensuring that women feel heard, respected, and confident in their financial decisions. I go the extra mile to make sure the women I work with feel empowered by knowledge and equipped to make informed choices.

It's not just about the numbers; it's about the impact. We all have access to investment solutions, but true peace of mind comes from feeling understood and in control.

When working with couples, it’s important to me that each person is seen and heard and, most importantly, are in agreement with their financial goals.

While collaboration is key for the couples and families I work with, each individual brings unique perspectives and experiences to the table. This means their financial goals, fears, and values surrounding money can differ, creating a complex yet rewarding opportunity to navigate together.

• Build an emergency fund: Aim to save 3-6 months of living expenses to cover unexpected costs.

• Review your insurance coverage: Ensure you have adequate health, disability, and property insurance to protect your assets and income.

• Diversify your investments: Spread your investments across different asset classes to mitigate risk.

• Stay informed: Regularly review your financial plan and adjust it as your life circumstances change.

By taking these proactive steps, you can gain peace of mind knowing you're better prepared to weather life's storms.

Yes, I have lived this and, in my case, gave birth to a healthy child who then became permanently disabled and non-ambulatory after a complicated surgery and will require lifetime care. The reality is, when a situation like this happens, it is incredibly emotional and hard to accept and you’re immediately dealing with an entire new world order in how you implement care and deal with your new reality.

You get into triage and medical decisions are urgent and take that lead so it’s very hard to pause, research your options, and navigate what is available to you in terms of financial and physical support from the county, state, federal government, and other sources of assistance.

That’s why talking with me, a financial advisor who’s gone through this process and is still navigating a lifetime of care for my daughter, is so important to do at the onset of any disability or urgent medical condition of a loved one.

So many people are scared, overwhelmed, and face potential financial ruin because they don’t have access to a qualified advisor who will help them navigate the system.

I’m here to mitigate that risk for my clients, plan appropriately, and work towards a future that feels secure, informed, and achievable. Additionally, I pride myself on long-standing client relationships and my clients know I’m there for them during all seasons of life.

Women are quickly becoming the dominant force in control of money. The numbers are staggering, as the significant shift of money control is taking place and will only continue. The numbers are in the trillions. It is anticipated that women will inherit $68 trillion before 2030. We are at the forefront of a cultural shift. Important to me in this is also that women are incredibly charitable. Working with my clients throughout the years, this has been a critical discussion with clients. I have often been challenged, primarily by my male colleagues, why I would encourage money distributions that would compromise my bottom line (less money to manage). Still, I have always felt blessed that I have been able to assist my clients in making an impact on the world that was meaningful to them and better for all of us. The tax savings are significant, and being able to direct those hard-earned dollars in ways that empower them and those important causes is one of my day's highlights.

I'm not your typical stockbroker. I'm a planner, focused on guiding you towards your financial goals, not chasing the next hot stock. Forget the frenzy of day trading and market noise. I believe in building long-term plans personalized for your unique situation. If you're looking for someone to tell you what to buy and sell every day, I'm not your advisor. But if you value thoughtful guidance and a focus on your future, let's talk!

I strive to instill confidence in my clients regarding their financial situation, aiming for a sense of peace and security through all market cycles. I often remind them that if they can't sleep at night, I haven't fulfilled my duty. It's human nature to feel hopeful in good times and fearful in downturns, which is why I emphasize the importance of sticking to our well-thought-out plan during both highs and lows.

While the investment models I employ make conservative adjustments, typically around 5%, I'm not just another broker. We establish a solid plan together, and those who adhere to it tend to fare better in the long run. I value listening to my clients' concerns attentively, recognizing that even the most rational individuals can succumb to emotional impulses during volatile market conditions. In fact, I invest my family's money using the same models as my clients, acknowledging that emotions can influence financial decisions for everyone.