Financial Advisor & Founder

For me, integrity guides every decision. Im the kind of person who does whats right, even when its hard. Im a straight-talker and am passionate about serving my clients. Their best interest is my only interest.

Before becoming a financial advisor, I worked for 20 years in animal welfare, helping animal shelters across the US raise money to save lives. Doing work that makes a difference feeds my spirit. I love getting to the heart of things - finding the central piece that really matters - and addressing it head-on. Thats not a quality thoroughly embraced by my two sets of twins who are now teens/tweens. (OMG mom! Really?!?)