Building Steps to Financial Confidence
I believe true balance comes when we are prepared for the good, the bad, and the great. I work closely with families and business owners to help organize their finances, optimize their cashflow, and build diverse strategies to protect and grow their wealth.
My approach begins by focusing on my clients' goals and aspirations for their lives. How can we know which road to take if we never determine our destination?
I can assist you by helping to:
- Focus on your personal, professional, and financial dreams
- Structure a personalized strategy for yourself, your family, and/or your business
- Coach you through pivotal life, career, and financial decisions
In my spare time I play softball in a LGBTQ+ league and tell stories through cabarets for audiences in Boston and online. I live in Brighton, MA with my husband and our two wonderful houseplants, Nadya and Steve. I attended the University of Maryland, College Park and The Boston Conservatory and worked for over a decade as an opera singer in the Washington, D.C. and Boston areas.
Financial Representative of Guardian. FL insurance license #W773218; CA insurance license #4149342