My approach as a financial advisor is rooted in the years I spent as a high school math teacher. I taught for twenty years, and those years shaped how I guide people through financial questions that can feel heavy, confusing or stressful. I learned how to listen with patience. I learned how to explain ideas in a clear and steady way, especially when the unknown lies ahead. I learned how much confidence grows when someone feels supported. I bring those lessons into every conversation about financial planning. 

Outside of work, my supportive husband and three active kids help build a home full of movement and laughter.  We all pitch in to balance schedules, emotions, and anything else thrown our way.  I also help care for my aging mother, putting me and many of the people I work with in the “sandwich generation”.  There’s an extra weight that comes with caring for our children and our parents at the same time, and I believe having that experience at home makes me a more understanding advisor.   

Working together is meant to feel calm, clear, and supportive from the very beginning. We start with a conversation about your story, including your life, your goals, and the people who matter most, so I can understand what you hope for. Then we review your financial picture with a focus on clarity rather than judgment, and we build a practical plan that fits your life and evolves with it.  As things change, we stay connected and adjust as needed, so your decisions continue to support your goals. My role is to be a steady partner, someone you can rely on, ask questions of, and trust to walk with you through every season. 

While I’m open to working with anyone who wants this type of partnership, I find that I especially love serving people who are nearing retirement.  I help them sort through questions about income, savings, lifestyle, healthcare, and Social Security so they can move forward feeling prepared and supported. I also care deeply about supporting women who are in a time of transition, either through divorce, job loss, death of a partner or parent, or a newly found sense of financial independence.  They often want to ensure they and their family are protected, that the future looks bright, and that they have a guide to help them through it.