When it comes to your finances, there can be many shifting priorities and moving pieces; things can become a mess quickly. With so many options and things to consider, it is easy to get lost and simply give up. A guide who can help you toward the right destination and construct a strategy for the journey makes the process much smoother. We all want our money to work for us, and having someone who understands the terrain and can point out the tricky parts helps make the journey enjoyable.

My family enjoys a good hike together. My husband, Andrew, and I have been married over 15 years and we have children who are 12 and 9. Our dog, Charly, loves to join us on hikes as well. When we walk along a stream or summit a mountain, a trail lets us know we are following a path that others have walked before us.

The strength I bring is the paths I have walked before. In my time in oncology care, I saw how a diagnosis could create an uncertain financial landscape in an instant. As a spouse, I know the stress that comes with managing plans for the future with today's needs, which never seem to take a break. As a mother, I dream of possibilities for my children and how I can build their futures.

When things change in your life, I can help you navigate the new landscape. I work proactively to create personalized solutions to help solve your concerns and achieve your goals. Our team treasures the opportunity to help families and businesses align their wealth with what is important to them and those they care about.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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