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Our Most Important Values:

About Me

After 10 years working as the financial advisor at a local financial institution, the pandemic and the stresses that came with it acted as a catalyst to redefine my life and career. As a
single parent, family is incredibly important as is my obligation to help my clients. I have created a business model that allows me to work with my clients on a much deeper level, as I feel I was always meant to do, as well as spend more time with my children.

I live in Sunderland Vermont with my two children, Tai and Eloise. We are deeply routed in this community and honored to help others here find financial freedom.
There are plenty of things to stress about these days, money shouldn’t be one of them.