As a CERTIFIED FINANCIAL PLANNER™, I help clients plan for and navigate through all the stages that life brings. I have a passion for education and while I strive to always be learning, I also want help others achieve financial wellness through education whenever possible. I strive to provide my clients with the highest level of financial planning and investment management through the stages of their financial journey. I hold myself to a fiduciary standard, making sure to put my clients’ best interest before my own.
I enjoy being active in the community and am on the Board of the Newport Montessori School. Outside of work, I am always trying to be active. The best weekends are spent on the tennis courts with my husband, Tim, hiking with my dogs and getting out on the lake on my stand up paddleboard.