My goal has always been to make “money talk” as normal as possible. I like to keep things simple, and I love including as many family members as necessary to make sure everyone involved feels empowered. Whether it’s teaching kids about the basics of saving, newlyweds about budgeting and the best path towards financial freedom, or elders about the importance of an estate plan, I truly love what I do.
Personally, one of my greatest achievements was guiding my father through the process of retirement. Whether with clients, friends, or family, my goal is to simplify the intricacies of financial planning and normalize conversations around money. There is so much to balance in life and I deeply enjoy helping others gain confidence in their money lives.
In the winter, you’ll often find me in Naples, Italy visiting my grandparents and parents, stuffing myself with pizza and great wine. In the summer, I spend as much time at the beach as possible. Year round? I love concerts, snowboarding, hiking, playing beach volleyball, traveling, and taking a variety of dance classes.
