I’m a Financial Planner who believes financial planning is about more than numbers—it’s about helping people make thoughtful, informed decisions that support the lives they want to build. Through a comprehensive and relationship-driven approach, I work closely with individuals, families, and business owners to bring clarity to complex financial decisions and develop strategies tailored to their unique goals and priorities.

At the heart of my practice is education. I believe clients should not only understand what they’re doing financially, but also why they’re doing it. Whether I’m helping a family prepare for retirement, navigate investment and risk management decisions, or working with a business owner to align their personal and business financial strategies, my goal is to make financial planning approachable, collaborative, and actionable.

I earned my Certified Financial Planner® certification in 2025 and hold an MBA from Western New England University and a bachelor’s degree from Springfield College. My background as an entrepreneur and former adjunct professor has shaped my ability to take complex concepts and turn them into practical strategies that clients can understand and confidently act upon.

Beyond my financial planning practice, I’m deeply committed to expanding access to opportunity by creating pathways for people who have historically been underserved. I serve as Board Chair of Junior Achievement of Western Massachusetts and am actively involved with Western Mass CORE and other organizations focused on financial education, entrepreneurship, and community advancement. Across these roles, I’m a champion for equity, working to ensure more people have access to the knowledge, relationships, and resources they need to build stronger financial and professional futures.

Outside of work, my favorite role is spending time with my husband and son and making memories with family and friends. Having a young child means I don’t have quite as much time for golf these days, but I still enjoy gardening, barbecuing, hosting friends and family, and traveling with my family whenever possible.

 

Community Involvement

Junior Achievement of Western Mass, Vice Chair, Putnam Vocational High School, PAC Team Member and Volunteer, MA LGBT Chamber of Commerce, Western Mass Founding Member, Elms College, Adjunct Professor, Elms College Business Advisory Board, Board Member, WNEU Center for Social JusticeCommunity Foundation of Western Mass PS Committee, Board Member Advisory Board, Board Member,