I help you to take charge of your financial future and I’m committed to providing you with the guidance and resources you need to achieve what matters most to you. I’ve been a Wealth Advisor for nearly 20 years and have experience in managing investment portfolios through varied financial market cycles. Whether it’s retirement planning, socially responsible investment management, or wealth-preservation, I think “outside of the box”, create the blueprint and tackle the details to help you get you there. I believe details matter, and make the difference between good results and great results!
I’m dedicated to being a financial ally and advocate for women in my work and in my community. As a Certified Divorce Financial Analyst, I work with people who are navigating the divorce process. As a co-founder and director of Together Invested, I volunteer with an amazing group of female professionals to provide monthly workshops for women on topics of financial taboos, and making it through divorce. Together we are building a stronger community of empowered women.
I love what I do and feel so blessed to be able to live and work in Maine. My husband and I live in Harpswell with our menagerie of pets and our daughter now lives in NYC. I love spending weekends outdoors working the land (too many flower beds) and in the winter, nothing is better than discovering a great book or watching the Boston Bruins. The simple things in life make me richer, wiser and happier.