Life’s biggest financial decisions often come during moments of transition—not clarity.

I help married business owners navigate major life transitions such as business exits, retirement, and sudden wealth—times when financial decisions intersect with identity, relationships, and purpose. My work focuses on the messy middle between letting go of what you’ve built and intentionally defining what comes next.

By combining sophisticated wealth management with the science of Transitional Intelligence™, I help clients navigate both the emotional and financial complexities of change—so decisions align with who they are becoming, not just who they’ve been. The result is more than a plan; it’s a Portfolio of Purpose designed to support fulfillment, clarity, and impact in the next chapter.

At Edward Jones, we strive to ensure clients feel heard and understood. My most important role is taking the time to understand each client’s unique story and what matters most to them—and helping make sense of the investment world in clear, relatable terms.

I am a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Exit Planning Advisor (CEPA®), and I hold Life, Accident & Health insurance licenses along with FINRA SIE, Series 7, and Series 66 registrations.

I grew up in Central Vermont and live in Williston with my husband, Aaron, our two children, Ezra and Maya, and our Goldendoodle, Marvin. Time with family—often outdoors—keeps me grounded and shapes how I think about legacy, balance, and what truly matters.

If you’re approaching—or already in—a season of change and want guidance that honors both financial complexity and the human side of transition, I welcome the opportunity to connect and listen.