My goal is to be a trusted partner for my clients in charting and achieving their financial vision, through honest communication about values and goals, and ongoing education and support through life’s changes.
I am especially interested in helping investors use their assets to promote businesses and causes they believe in through sustainable, responsible, impact investing (SRI). That’s why I became one of the first advisors in Maine to receive the Chartered SRI CounselorTM certification. I believe that SRI investing empowers clients, by helping them integrate financial goals with their personal beliefs and interests to make investing a cohesive part of their lives.
I can often be found camping, hiking, skiing, biking, and whitewater rafting in the Maine woods. I also love to play field hockey, cook, and go to concerts in Portland. My partner, Alex, and I live in Brunswick with our cats, Carrot and Witch, in a retro house that we are constantly (and happily) renovating.
Giving back and supporting my community is especially important to me. I have been a mentor with Big Brothers Big Sisters for about five years. I was selected as an advisor for the Olympia Snowe Women’s Leadership Institute to mentor young women at Oak Hill High School in Sabattus. I also volunteer on the Maine Conservation Voters’ events and development committee.