I am a CERTIFIED FINANCIAL PLANNER® practitioner who believes that the most important part of advising is truly listening. Before becoming a financial advisor, I spent 18 years as a registered nurse, where I learned that whether someone is facing a health crisis or a financial crossroad, they want to be seen as a whole person — not just a set of symptoms or numbers. Today, I bring that same compas
sion, perspective, and professional care to every client relationship. I work with individuals and couples who are navigating some of life’s most demanding chapters: raising kids, advancing careers, caring for aging parents or transitioning into retirement. These are high-capacity, thoughtful people... yet many find themselves asking, “Are we doing this right? Are we building the life we actually want?”
If that sounds familiar, you’re not alone, and you’re exactly who I help. You’ve likely done a lot right already, but maybe it all feels a little scattered. You’re busy reacting to life’s demands and haven’t had time to step back and ask: Does this reflect what matters most to us? I bring the heart of a caregiver and the clarity of a planner. I help you connect the dots between your money and your values so your financial strategy becomes a reflection of your vision for your family, your time and your legacy. Whether you’re in mid-career or preparing for retirement, I help you move from uncertainty to intention. Let’s have a conversation, not just about your investments, but about your life. I want to know what matters to you, what keeps you up at night and what kind of future you’re working so hard to create. Because your financial strategy should do more than grow your net worth it should grow your confidence. I’d be honored to walk this journey with you. Schedule a discovery phone call today and let's explore how we can align your finances with your values and vision. [email protected]
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S.
