About Me
I work with people who have built full, complicated lives and want a financial plan that reflects how they actually live.
I'm a CFP® candidate with the education and exam complete, and an Enrolled Agent. I race regularly at US Masters rowing regattas and indoor rowing competitions, and love going on adventures with my husband, four boys, and two dogs.
I know what it means to balance this season's race schedule with long-term goals like college funding and retirement.
Mission Statement
I help people with full, complicated lives build a financial plan that reflects how they actually live, not a generic version of it.
Why I Became an Advisor
My path to financial planning started with corporate downsizing from my career in healthcare data science. A friend pointed out that I'd always been a natural sounding board for financial questions, whether he was thinking through a refinance or talking himself off a ledge during a market downturn.
I started the CFP® education knowing I wanted to provide the kind of advice I'd always wished existed, but without working for one of the big institutions. When I found the Advice-Only Network, it felt like home.