About me

Balancing an analytical mind with a compassionate heart, I’m dedicated to guiding clients with warmth, care and a sprinkle of humor. I thrive on helping people conquer their financial fears, set ambitious goals and work toward a brighter financial future. What I bring to my clients includes retirement and income planning, legacy and estate planning guidance and tax-efficient generosity planning strategies. I’m also an avid volleyball player and single mom to two amazing adult daughters.