I’m a deep believer in the power of financial literacy, especially for women, immigrants, and members of the service. As an expatriate for most of my life – being a military child and military spouse – I have a unique understanding of the financial challenges faced by veterans and first-generation wealth builders.

Leveraging analytical, communication, and counseling skills, I’m proud of my ability to build trust with clients that results in the best possible financial outcomes. To me, connecting with people about their finances is more than focusing on just dollars and cents. To this end, I approach each client with complete transparency, non-judgmental support, and a holistic financial and behavioral roadmap to help them achieve their goals.

Today, I’m an Accredited Financial Counselor (AFC), candidate for the Certified Financial Planner (CFP®) designation, and a Military Qualified Financial Planner (MQFP). I’m also a life-long student, continuing my studies in psychotherapy to gain a deeper appreciation of the emotional and cognitive aspects of personal finance.