Let's move forward. Together.

With a keen focus on clients' personal values and goals, and the impact each financial decision can have, I simplify the complex needs of my clients and their families, and provide clarity and organization through comprehensive financial planning.

As a CERTIFIED FINANCIAL PLANNER™ professional and portfolio manager, I use a consultative process to oversee the development of each client's personal financial plan and investment strategy. My mission is to provide objective and timely financial guidance on clients' assets and liabilities - with the highest level of professional service - in building and preserving wealth for individuals, trusts, retirement plans, and businesses.

I joined UBS in 2020 with over 12 years of experience as a financial advisor. During those years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter. During my tenure at Wells Fargo Advisors, I was recognized as a Premier Advisor and additionally earned the appointment of Blue Chip Council at Morgan Stanley Smith Barney, distinctions that are awarded only to the top portion of advisors at each firm.

I am an active participant in Women's Forums focusing on empowering and mentoring female leaders in the financial services industry, hoping to bring education and awareness to women to assist with their financial needs.

I currently reside in Wayland with my husband, son, daughter, and what feels like a growing list of pets. Outside of work, I am an active runner and outdoor enthusiast enjoying hiking, camping, and skiing.