I am a lover of people, deeply committed to building community connections. I am a strong advocate for women and local businesses, an LGBTQ ally, and I take pride in providing a positive, inclusive atmosphere for my clients.

Finances can be emotional, challenging and even isolating. My goal is to provide a judgement-free environment in which I can get to know each client personally, help them understand their relationship with money, articulate their values and goals, and build personalized strategies to navigate their unique situation to help them reach their goals efficiently. My ideal clients are those who are looking for a trusted partner who can help them build joy and discipline into their saving strategies and take comfort in knowing that they don't have to do it alone. My passions include developing tax-efficient strategies for businesses and individuals, helping people build financial flexibility to live the lives they want and helping clients plan intentionally for what is most important to them at all stages of life. I enjoy the opportunity to solve difficult problems and help people navigate complex financial situations.

I volunteer with AARP because I care about combating loneliness and isolation and bringing people together to build community connection. I serve on the Board of the Girl Scouts of Maine because I want to empower women to be strong leaders.

Originally from Millinocket, I have lived in the Bangor Area since 1996. My husband, Willis, and I live with our two young daughters in the heart of Orono. We enjoy vegetable gardening, family walks and bike rides and cozy gatherings with family and friends. We take pleasure in welcoming new people to Maine and sharing the amazing beauty that this state has to offer. I am an active volunteer at Asa Adams Elementary school, and the whole family helps out at the Orono Community Garden whenever we can.

Contact my office at 207-262-2164 to learn about how my team and I can help you.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Insurance & Annuities

My Personal Interests

  • Gardening
  • Camping
  • Community Outreach
  • Dancing
  • Painting

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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More