I have spent my entire career in the financial services industry, and while my role has evolved, the heart of my work remains: helping clients gain clarity, intention, and confidence in their financial lives. That means gathering information without judgment, understanding emotions and behaviors around money, and learning what truly matters before making recommendations. Finances are not just numb
ers on a page; they are shaped by experience, behavior, and emotion. My goal is to help clients build strategies that support both their financial goals and their sense of security. I take time to understand the what and the why behind each goal so we can implement thoughtful, realistic strategies together. My role is to reduce uncertainty and stress, provide steady guidance through life’s transitions, and help clients feel confident knowing they are not navigating their finances alone. Though I serve a variety of clients, I especially enjoy working with women and empowering them in their financial well-being, while also valuing the strength that comes from couples working as a team. My passion for this work is personal. In 2017, when my husband and I were expecting our first child, we felt overwhelmed by financial stress. Through financial coaching, we aligned around shared goals, became intentional, and eliminated our debt within two years. The relief and freedom we felt was life changing. That experience fuels my desire to help others find the same control and peace of mind. Outside the office, I stay active in the local community. I am a member of the Durham Great Bay Rotary and the Vice Chair of the Seacoast Women's Network. I'm also in my child's PTO in Epping. In my free time, I enjoy reading, cooking, baking, volunteering, and family game nights. Helping someone realize they are in control of their money is a privilege I never take lightly.
