Meet our founder

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it.  I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list.  At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money.  With this knowledge, I was paving the way to live life on my terms.  This was so intoxicating I became a financial advisor to share my passion with others.  

As a financial advisor, I quickly learned that most women did not share my love of investing.  In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence.  

That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgment.  By creating a more positive experience, they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.