Certified Business Exit Consultant®
Certified Plan Fiduciary Advisor®



Early in life I learned that financial security is not a given. Family instability inspired me to become an expert on money and help others achieve their financial goals.

I’m so fortunate to be able to make a difference for my clients and build lasting relationships. I’m a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Business Exit Consultant (CBEC) ® professional, because I love to set goals, make big things doable, solve problems, and find solutions. 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.

Over 30 years ago, I met my husband John while I was working for a commodity trading firm in London and he was serving in the U.S. Air Force. We decided to raise our family in Maine—a decision we have never regretted! John and I are now empty nesters to Sophie and Alec. We love to cycle the Sebago lakes region in the summer and snowshoe in winter. We’re often with our “grandpuppy” Gunner—who was named for London’s football team, the Arsenal “Gunners.”

Being the planner that I am, I set some goals to achieve before my 50th birthday. I completed the London Marathon and two Ironman competitions.

I’m proud to volunteer time to programs such as New Ventures Maine that improve the working and financial lives of families. I’ve served as the CFP Board Ambassador for Maine and have been on local news programs to educate consumers on financial planning. At home and in the office, I strive to help others realize their power and potential.