Why I do what I do.

A smiling woman with blonde hair, wearing glasses and a blue jacket, sits at a desk while talking on a yellow phone and using a laptop in an office with abstract art on the wall behind her.

Why driven leaders?

I came out of the womb competitive and fiercely independent. I started working when I was 12. I used my income to purchase my dream bike and got hooked on earning and saving. By 18 I opened my first retirement account. In my 20s, I worked myself through college and grad school. Understanding my money and what it could do for me empowered my life. And more importantly, I loved the confidence it gave me.

But, it wasn’t until I became a financial advisor that I realized how many people do not share my love of investing. Discussing money makes them feel anxious, ashamed, and fearful about the future. That’s why I talk about finance in a way clients can understand.

Always-on financial planning.

I believe that we don’t just create a plan and move on. Financial planning entails an always-on partnership with my clients. Together, we visualize how money can impact their life, create positive opportunities for the future, and adjust our plan when unexpected life events are thrown at us.

That is why I do what I do.

My true purpose is to educate and empower driven leaders to take full ownership of their financial life, to learn and grow as they build their confidence and create exciting opportunities for their life.

You know what is fascinating?

Many high-earning, driven leaders share the
same 3 top concerns.

Am I optimizing my wealth plan?

tax forms and calculator

Am I minimizing taxes?

glacier and sign of risk of falling into a crevasse

Am I protected from risks?

Female investor and wealth manager

Credentials:

I’m a Certified Financial Planner, Enrolled Agent (tax advisor), and Chartered Alternative Investment Analyst.

I have a Master of Arts in International Relations from the Johns Hopkins School of Advanced International Studies and a BA in Economics from the University of Pennsylvania.

I’m a linguist - I speak Finance Jargon and French 🇫🇷 fluently! (I’m also fairly good in Spanish and Italian).

I am an Investment Advisor Representative and Registered Representative with LPL Financial, and have my Series 7, 63, and 66 Securities registrations held with LPL Financial, as well as my state Life, Health, and Property and Casualty Insurance licenses.

Female financial advisor and outdoor adventures

What do I do in my free time?

Spend it OUTDOORS with my husband and four daughters! While I used to be a city girl, when I met my husband I became a NATURE girl.

When I’m not helping my clients, you will likely find me hiking, Nordic skiing, trail running, playing tennis, doing CrossFit, participating in triathlons, traveling, or walking my Goldendoodles, Mocha and Murphy.

I also like to travel, read, take photos, and craft - and am always looking for good book and travel recommendations.

The pic on the left was taken during a trail run in Waterville Valley, NH (my happy place).

family photo

My husband and I completed bagging the 48 4000’ peaks in the White Mountains of New Hampshire. Our last peak bagged was Owl’s Head, in the summer of 2023.

My girls are still working on their lists, so we hiked Mt. Waumbek together during the holiday season.

And we just finished' Roxi’s list of 48 peaks this summer - we did the Mt. Cabot Loop — lovely but not easy!

Three hikers smiling, holding a map, standing next to a dog in a forest with a trail sign behind them.
3 girls post CrossFit workout
Waterville valley in fog
A cream-colored dog with curly fur standing on a rock on a mountain trail, with a butterfly on its side, surrounded by green trees, with blue sky and mountains in the background.
Strong women doing CrossFit
Group of five women hiking on a mountain with lush green forest, mountains, and a river in the background.
My girls and Luzern Chapel Bridge
Female financial advisor for active women
Financial Advisor for Women who love flowers
Girl Boss and bee-lover

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

 FAQs

  • Most of the clients referred to me are driven women, who are hardworking and accomplished in their field, and love to win at everything they do. Most have accumulated a net worth of over $1 million.

    BUT - a recent event has made their finances a top priority, and managing their financial life alone feels overwhelming and is causing undue stress.

  • My clients do not want to be TOLD what to do. They want to understand and participate in the process. They want help building their confidence and feeling more in control of their future.

  • My clients typically share three concerns:

    1. Have I saved enough to maintain my lifestyle?

    2. Am I maximizing my investment options?

    3. Am I making the best decisions for my family and I?

  • I typically manage at least $250k for my clients. If I manage less than $600k in investments, I also charge an annual financial planning fee. Please refer to my fee schedule.

  • Yes- as long as we are compatible from a personality standpoint. I typically attract female execs and entrepreneurs, as well as members of the LGBTQ community.

  • Yes! I love helping my clients create portfolios that align with their values. This includes ESG and Impact investing.

  • Please book a complimentary initial consult (phone/zoom). We’ll get to know each other, and I’ll learn what keeps you up at night and discuss the next steps in our relationship.

  • The more I know about you the better. We’ll have multiple conversations (phone/zoom/live) in a short span as we on-board you and start tackling your most pressing issues. After the initial phase, we can speak as often as you’d like - and at least quarterly.