I learned early on in life that financial security is not a given. Family instability motivated me to become an expert on money and inspired me to help others achieve their financial goals.
Over 30 years ago, I met my husband John by chance while I was working for a commodity trading firm in London and John was serving in the United States Air Force. We decided to settle and raise our family in Maine – a decision we have never regretted!
I’m so fortunate to have the opportunity to make a difference for my clients and to build lasting relationships. I ask my clients the same questions I ask myself: “What do I want and why?”; “What obstacles do I need to plan for?”; “What can I control and what can I let go of?”. I love to set goals, make big things doable, solve problems and find solutions to financial challenges for my clients. People know that I am completely on their side and dedicated to helping them live their best financial lives. That’s why I’m a CERTIFIED FINANCIAL PLANNER ™ professional. When you work with a CFP ® you can be sure you’re working with someone experienced and committed to providing the highest standard of financial planning. From budgeting and planning for retirement, to coping with the loss of a loved one or inheriting wealth, I make sure you are informed and in control of your financial life decisions.
Life lessons have shaped my personal life as much as they have my career. I’m proud to be able to volunteer time to programs such as New Ventures Maine that improve the working and financial lives of families in Maine. I have served as the CFP Board Ambassador for Maine and have been featured on local news programs to educate consumers on how financial planning can benefit their lives.
By now you know I’m a planner! I set some goals to achieve before my 50th birthday. I completed the London Marathon in 2013 and two full Ironman races in 2014 and 2016. Whether at home or in the office I strive to help others realize their own power and potential.
John and I are empty nesters to Sophie and Alec. We love to cycle around the Sebago lakes region in the Summer and snowshoe on the lake in Winter. We are regularly outside with our “grandpuppy” Gunner – whom we should have called Mayhem! Although he was lovingly named for my hometown football team, Arsenal “the Gunners” in London.