For many people, reaching out to a financial planner can feel intimidating—especially if their finances don’t feel neat, tidy, or fully under control. My role is to meet people exactly where they are and help bring clarity and confidence to situations that may feel overwhelming, disorganized, or long overdue for attention.
My work is focused entirely on comprehensive financial planning. I do not actively manage investments, which allows me to concentrate on the bigger picture—cash flow, tax strategy, education funding, retirement planning, and the many life decisions that don’t always come with clear answers.
As both a CFP® professional and a parent, I understand that real life rarely follows a perfectly organized plan. I think of financial planning as working through a puzzle that may be missing pieces, or include some pieces that show signs of wear. With patience, curiosity, and persistence, those pieces can still come together into something meaningful and functional. My goal is to help clients feel supported, informed, and capable—no matter where they’re starting from.
When I’m not working with clients, you’ll usually find me spending time with my family, working through my yarn stash on my current crochet project, or curling up with a good book.
Education & Credentials
- B.S. in Psychology, University of Vermont
- Certified Financial Planner® professional
- Registered Principal, RJFS
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.