About
A different kind of financial advisor.
I came to financial planning from a career built on listening, communication, and helping people navigate complicated situations.
Why this work is personal
Money has been woven through some of the biggest transitions in my life.
When my father died, I received an inheritance and didn't really know what to do with it. I let much of it sit because I didn't have a clear strategy or a trusted professional helping me understand how those resources could support my goals.
After my divorce, the need to understand my finances became even more personal. I had money to manage, retirement accounts through my employer, taxes being handled by a professional, and two daughters whose futures mattered deeply to me. Yet I still didn't understand how all the pieces fit together.
For years, some of that money remained in checking and savings accounts because I simply didn't know what else to do.
That was difficult to admit. I was an educated professional with a master's degree, and I felt like I should understand this. The truth was, I didn't know what I didn't know. I didn't know what questions to ask, what type of professional I needed, or who I could trust to help me understand the bigger picture.
Later, when my mother died, and I became successor trustee of her estate, I decided I wanted to approach things differently. With the help of an experienced financial planner, I began looking beyond individual accounts and understanding my entire financial picture: what I had, what I needed, what my options were, and how I could use my resources more intentionally for myself and my children.
That experience changed the way I think about financial advice.
I realized that good financial planning is not simply about having someone manage investments. It is about understanding your money well enough to make thoughtful, confident decisions about your life.
A career built around helping families navigate uncertainty
For more than 20 years, I have worked with children and families as a pediatric speech-language pathologist, supporting parents through complex and emotional situations.
Although the children were my patients, much of my work has always been about helping their parents understand what is happening, make sense of complicated information, and feel confident in the decisions they are making for their families.
I have learned how to listen deeply, ask thoughtful questions, create clear plans, adjust when circumstances change, and help people move forward when they feel overwhelmed.
Parents have often told me, "I think this therapy is actually for me."
In many ways, they were right.
My goal has never simply been to treat a child. It has been to help parents feel supported, informed, and capable of caring for the people they love.
My work in financial planning is an extension of that same purpose.
How I approach financial planning
I believe good financial advice should help you understand your money, not simply hand it over for someone else to manage. That means looking at the whole picture, asking questions, understanding your options, and creating a strategy that reflects your life, your values, and the future you want to build.
A little more about me
I'm also a mom to two daughters, and this work has become even more meaningful because of them.
I want my girls to grow up understanding money, investing, and the importance of asking questions. I want financial confidence to feel normal to them rather than something they have to figure out later.
I see money as a tool that can create freedom, security, opportunity, and choice. When you understand your financial picture and have a thoughtful plan in place, you are better positioned to build a life that supports both you and the people you care about most.
Credentials
Credentials and affiliation
I have passed the Series 65 Uniform Investment Adviser Law Examination and am an Investment Adviser Representative affiliated with Legacy Wealth Management, a Registered Investment Adviser.
As an Investment Adviser Representative, I provide investment advisory services through Legacy Wealth Management and am subject to the firm's compliance policies and oversight.
My philosophy
"Financial planning isn't simply about accumulating money. It's about understanding what you want your life to look like — and creating a financial strategy capable of supporting that life."
I help women navigating divorce and other major financial transitions understand what they have, what their options are, and how to build a plan they can confidently act on.
I know what it feels like to be capable and accomplished in one area of life while feeling uncertain about money. I also know how freeing it can be when the pieces finally begin to make sense.
My goal is to help women move from uncertainty to clarity, and from clarity to a plan they can confidently act on.
You don't need to know all the right questions before we talk. That is part of what I am here to help with.
I'd love to connect.
If you're navigating a financial transition and wondering where to start, let's have a conversation. There's no obligation — just an opportunity to talk through what you're facing.