For more than 20 years, I’ve helped high-net-worth individuals make sense of their finances and feel more confident about their financial decisions. As a CPA with a master’s degree in accounting, I bring a strong technical background to my work. What I find most rewarding though is helping women and families better understand their finances and take control of their financial futures.

As a boutique firm, we believe in quality over quantity and focus on building lasting, personal relationships with our clients. I have the privilege of working directly with clients rather than passing them off to a junior team. I take the time to get to know each client, understand their goals and concerns, and learn what matters most to them. This allows me to provide thoughtful, personalized guidance that reflects their lives, priorities, and financial goals.