When I'm not working, I love spending time cooking, listening to live music and being outdoors—whether it's boating, gardening, or soaking up the sun at the beach. I especially enjoy these moments with my husband, Anthony, and our dog, Toby.
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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