Welcome! I’m glad you’re here.

With 20 years of experience in financial planning—and plenty of life lessons along the way—I’m excited to share insights that can help you navigate your own journey.

I hope these articles bring more clarity and inspiration.

Feel free to share with anyone who might benefit!

Making Sense of Life, Money & Goals: Guide for busy families

Navigating your busy career, kids and working on your financial goals can be overwhelming. Tips on how to get started.

Read More
Coping with Loss and Finding Strength

A Widow’s Journey and a Financial Advisor’s Perspective - I share what I've seen personally and professionally as we rebuild life after loss.

Read More
Estate Planning During a Terminal Illness: Practical Steps

Practical steps to help in some of the worst days during a terminal illness and in the fog post loss.

Read More