I began my career as a financial advisor at age 29 in 1983, specializing in estate planning for affluent private business owners. Very early on, I learned that clients don't just want numbers; they want to understand the "why’s" of their finances. This commitment to deep understanding drove me to advance my capabilities through certifications earned at the American College.
In 1994, with three young sons under the age of seven, I made the decision to step away from the corporate world to become a full-time mother. For the next decade, my life revolved around my family and community. I concentrated on my sons' academic and athletic interests and dedicated my time to various community initiatives.
In 2000, I faced a profoundly painful divorce. This personal crisis made re-entering the workforce a financial necessity. In 2004, I returned to the financial services industry, offering my expertise primarily through comprehensive planning services. My own experience navigating the complexities of divorce fueled my drive to earn my designations as a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA®).
My experience with divorce taught me that managing a major financial event is rarely just about the money. It requires addressing the emotional and logistical components of a massive identity shift. This deep understanding allows me to guide clients not only through separation but also through other significant life changes, such as retirement, widowhood, or selling a business. I recognize that all these transitions involve the stress of defining a new financial future and a new self, and I use a holistic approach to ensure the path forward is clear and supported.
Schedule a complimentary 15-minute introductory call with me to discuss your unique situation and how we can achieve your next steps, whether you are facing divorce, retirement, or another major transition
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