Financial planning has always felt like a calling for me. For more than 25 years, I’ve had the privilege of guiding clients through both life’s hardest moments and its most meaningful milestones. Seeing how thoughtful planning supports families over decades is one of the most rewarding parts of my work, and helping the next generation of investors is something that I feel strongly about.
As a Certified Financial Planner™, my approach is intentionally big-picture; I start with what matters most to my clients and then work backward to assemble the financial pieces in a way that supports their lives, not the other way around. Many clients tell me that our conversations surface issues they didn’t even realize were weighing on them until we addressed them together.
Much of my work today centers on helping professional women navigate complex, overlapping responsibilities like careers, children, aging parents, and their own long-term financial security (things that I personally deal with as well). These “sandwich years” can be especially demanding, and I believe financial planning should bring clarity and confidence, not more overwhelm.
I earned my CFP® designation in 2003 and my Certified Divorce Financial Analyst® (CDFA™)* designation in 2007, and I stay deeply committed to ongoing education and ethical standards as the financial landscape continues to evolve. Starting in 2019, I partnered with Lincoln Financial Securities to help develop a company-wide Dynamic Financial Planning initiative, training advisors on how to deliver planning that adapts as markets shift, tax laws change, and real life happens.
Outside the office, I spend most of my time with my husband, our high school- and college-aged daughters, and our two dogs. I’m a firm believer in self-care and balance; I love running, Pilates, yoga, pickleball, and daily walks to keep myself moving. I’m also active in several church ministries and love to travel. When life slows down, you’ll often find our family on the Eastern Shore fishing, crabbing, sailing, or tending to the garden.