As a Certified Financial Planner™ and a Certified Divorce Financial Analyst®, I have helped hundreds of individuals build a more intentional relationship with their financial future. I work with clients at various points throughout their careers and lives. Often my work happens at times of transition, whether planning for an exciting milestone, adapting to an unexpected event, or planning for retirement.
Holding a BA in Economics from the University of Vermont, I have worked in the finance industry for nearly twenty years. My roles range from an Equity Arbitrage Broker for a leading institutional firm in NYC, to a Partner in a privately owned Registered Investment Advisor (“RIA”) firm, and my work today as an Independent Advisor.
I grew up in midcoast Maine, where a love of play, adventure and the satisfaction of a job well done was instilled in me from a very young age. I have a tractor license, have lived on a boat, love downhill skiing, studied in Australia and am a total foodie. I spent most of my 20's in NYC, waking up at dawn to be at work for the opening of the markets and living a life that was beyond anything I had ever imagined. Today, my work is nourished through outdoor adventure and seeing the world through the eyes of my vibrant young son.
With this diverse background, I am comfortable in many settings and enjoy connecting with people from all walks of life. As a CFP® and a CDFA® I am a fiduciary, acting in the best interest of my clients’ at all times. I would love to chat with you.