About

With over two decades of experience, including 14 years in direct sales leadership, I’ve developed a deep understanding of what it means to build lasting relationships, navigate life transitions, and empower others to pursue their goals with confidence. 

After a life-changing open-heart surgery in 2020, I reevaluated what truly matters and committed to helping individuals and families live intentionally, financially and personally. My practice focuses on working with women who are leaders in their fields, juggling multiple responsibilities, and striving to create a meaningful, well-balanced life. I specialize in comprehensive financial planning and investment management tailored to the unique needs of each client, with an emphasis on education, clarity, and long-term partnership.


Fee-Only Fiduciary - We're a fee-only advisory firm and a fiduciary. This means we don't accept any sales commissions, quotas, trails, or referral fees. We make money when you hire us. As a fiduciary, we're both legally bound and personally committed to placing your interests over ours, every time. And we always will.

Customized Long-term Portfolios - We don't pick stocks and cross our fingers. We custom design a diversified portfolio of low-cost investments and high-performance potential that meets your needs depending on your risk profile, personal values, and stage of life.

Financial Planning - The best financial plans move and adapt to your life. We value education and work to make sure our clients understand all aspects of their money in a nuanced, nimble way. We address taxes, insurance questions, retirement, and so much more in-depth.