Since 1983, I have helped families navigate the complexities of wealth. Today, from my office in Hanover, NH, I provide more than just portfolio management; I offer a steady hand through life’s most turbulent transitions. I believe that understanding the "why" behind your money is just as important as the numbers on the page.
My path wasn't linear, and neither is life. After a decade dedicated to raising my three sons here in our community, a personal crisis—a painful divorce in 2000—changed everything. That experience wasn’t just a turning point; it was my catalyst. It taught me that a major financial shift is rarely just about the assets; it’s about the emotional and logistical weight of an identity shift.
I specialize in helping high-net-worth individuals and business owners through "The Big Transitions":
Divorce & Separation: Using my CDFA® expertise to provide clarity during emotional upheaval.
Retirement & Business Sales: Ensuring your legacy and future income are secure.
Widowhood: Offering a supportive, holistic approach when you need it most.
Whether we are meeting in person in Hanover, NH or virtually, my goal is to provide clear, supported, and personalized guidance. Serving Hanover and the Upper Valley, I help individuals, families, and business owners navigate retirement, divorce, and wealth management, ensuring your financial decisions align with your values and give you confidence for the future.
Gain clarity and confidence in your finances with a complimentary 15-minute consultation. We’ll discuss your personal financial goals and create a plan tailored for your next chapter, whether you’re navigating divorce, retirement, or a major life transition. Schedule your introductory financial planning call today to take the next step toward financial stability and peace of mind.
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