I always say that money isn’t math, and math isn’t money. Financial decisions come in the context of our lives – events and relationships that shape who we are and how we live. I am driven to connect my clients with the resources they need to meet their goals and dreams. Most of my clients are retired or near retirement. As the daughter of a veteran, I find it particularly rewarding to work with military service members and retirees, and as someone who has experienced divorce and the loss of my parents, I am passionate about working with those who are going through major life changes.
I came to the financial industry through work in insurance as well as research for a wealth management firm. As a fee-only financial planner, I’m in the best position I can be to help clients solve their own financial puzzles.
I hold a BS from Tulane University and live in Annapolis with my three children. My free time is filled with CrossFit, stand-up paddleboarding, and live music.