Growing the life you want doesn’t happen by accident.

When your Life and Career give rise to big financial questions, don’t grapple with them alone.

You deserve to feel confident about your financial decisions, but when new opportunities arise, like a career change or home purchase, and you feel unsure about what choices to make, you need answers.

That’s where I come in.
 I’ll help you address the unfamiliar world of investments, savings, and wealth management so you can move forward with confidence.


Comprehensive financial planning can help you get rid of that insecure feeling when it comes to money in your life. Together, we can make it about more than just numbers and check lists.
Here’s how I can help:

  • Career transition counseling
  • Organize your finances
  • Clarify your goals and make a plan
  • Job offer evaluation
  • Understand your unique financial behavior

Focused Planning

Get help with pressing questions right away. We’ll address your immediate needs in a focused meeting covering 2-3 topics.

One-Time Financial Plan

We’ll build the foundation for your financial growth and you’ll receive an action plan to help you make it a reality.

Ongoing Planning

We’ll develop a plan to help you realize your goals. When life happens, we'll work together to adjust your plan and address all that life brings you.

Investment Management

I'll help you align your investments with your goals and values. Financial planning clients have the option to add this valuable service to their plan.


I entered the financial services business almost by accident. After studying government and a bit of economics in college, I realized I didn’t want to work in politics. Without much thought for where it could take me, I found a job in the booming mutual fund business in my home state of Massachusetts. The investment management world was intellectually fascinating, but I was eager to keep learning. That led me on a 20-year journey through the rapidly changing world of financial services.

Believe me when I say that I know what it’s like to navigate the euphoric and bumpy road to a career and life you love. I’ve experienced the excitement of helping grow a company getting ready to go public, the challenges of helping to lead a company through ownership transitions, and the challenges of a company downsizing. I’ve grown a lot, and I’m prepare to help you grow well, too.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


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Let me help you grow a healthier financial life.