Meet the Partners

With 25 years of experience as a tax attorney, CFP®, and CDFA®, I bring deep technical expertise to complex financial matters—including tax planning, multigenerational estate planning, business transitions, and wealth management. My multi-disciplined background spans law, financial planning, and accounting, allowing me to deliver integrated, strategic advice across the full spectrum of a client’s financial life. I’m known not only for providing analytical guidance and practical, real-world solutions, but also for creating a warm, comfortable environment where clients feel supported, informed, and in control.

I’m a CFP® and AIF® who’s passionate about helping women make confident financial decisions—especially during times of transition. With more than 15 years of experience as a financial advisor, I blend technical expertise with genuine compassion. I love building deep relationships with my clients and helping them algin their money with their purpose. I believe financial planning isn’t just about the numbers; it’s about giving women the clarity, support, and confidence they need to step boldly into their next chapter.