I believe wealth management should feel personal, not institutional. My role as an investment advisor is to help clients make confident, thoughtful decisions with their money—so their finances support the life they want, not the other way around.
I work with business owners, medical professionals, women building financial independence, and individuals navigating major life transitions such as divorce or career change. No two stories are the same, which is why I take a fully customized approach—grounded in strong investment discipline, clear strategy, and an unwavering commitment to exceptional client service. My clients know they can expect honesty, organization, and someone who will go above and beyond to make even complex decisions feel manageable.
Collaboration is central to how I work. I partner closely with tax and legal professionals and our broader wealth team to ensure every plan considers the full picture—from investment management and cash flow to retirement, risk protection, and legacy goals. The result is a coordinated strategy designed to grow and protect wealth through every stage of life.
While I take my responsibility seriously, I never lose sight of the human side of money. Known for my warm, bubbly, and approachable nature, I create a space where clients feel comfortable asking questions, sharing concerns, and dreaming bigger. Financial planning doesn’t need to be intimidating—I believe it can be empowering, even enjoyable, when you have the right partner in your corner.
My goal is simple: to help you feel organized, confident, and in control—so you can focus less on your finances and more on living a full, meaningful life.
