Working with a diverse clientele and through my personal experience, I have a profound understanding of balancing life priorities while keeping finances in order.  Through Bank of America and Merrill, an array of planning, banking, lending, trust, estate, and investment services are available to help you simplify the complexities of a busy life. This includes, for business owners, helping you manage business finances and personal wealth, whether you are in the initial stages of growing a business or have a mature enterprise that you wish to sell or pass on to the next generation.  We will work closely together to develop your Personal Wealth Analysis^™; a system that helps you connect and organize your financial affairs, take charge of your well-being, adapt to your ever-changing needs, and create a blueprint toward living the life you desire. 

Holding the Certified Divorced Financial Analyst, CDFA^™ designation provides compassion and a nuanced understanding of the needs of individuals taking full responsibility for their finances, and with this, maintaining a dual role as wage earner and caregiver for children or aging family members.  Our team works with your attorney and accountant to help ensure all of the pieces of your financial life are seamlessly moving forward together. 

I am driven by my passion in providing the best resources and support to help you navigate through life transitions.
Community involvement is an integral part of how we interact with clients and communities.  I am extremely proud to be a part of a company that is truly generous in giving and supports my volunteer work.  For those in the divorce process, please visit my Second Saturday Divorce Workshops.