About

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To build a platform that will create opportunities for people that may experience additional challenges to get started in the finance industry. To build partnerships with other professionals with similar aspirations. To increase access to low-cost or free financial literacy and build a corner where people feel safe to talk about money. To enhance diversity in finance and be a voice for those to need to be heard.

Honesty, integrity, and due diligence are words that just begin the describe the way I represent myself through my work. I believe in the fiduciary duty and think all advisors and planners should aspire to perform at the highest possible level, as to deliver on that duty. This is a woman-owned, LGBTQ+ owned business, that seeks to promote the spread of financial literacy through financial planning. My ultimate goal is to create opportunity for others in the finance industry, in an effort to create an inclusive and diverse industry of professionals. I am doing this because I am passionate about it, and this shines through my work. 

I have a BAS from Southern New Hampshire University. My education focused on business and financial planning. I am pursuing a CFP certification and plan to continue with other certifications, along with a masters degree. Prior to financial planning I worked in P&C insurance, where I mastered creating value for clients through expertise and enthusiasm. Since I've been working in the small RIA space, I've discovered a passion for creating process and helping small business owners overcome challenges. I decided to form my own entity, encompassing the work I truly enjoy that will allow me to continue to pursue the topics I love. 

Using a Paraplanner to help with creating financial plans will add valuable time back to your day. Developing repeatable processes creates efficiency and reduces human errors. Adding up to happy clients and a scalable RIA.