I believe the best way to live life is intentionally. As a wife, mom, business owner, and self-development addict, I know how important it is to focus your time, surround yourself with like-minded people, and protect your energy sources.

After working in wealth management for over a decade at some of the most respected financial institutions (JPMorgan Chase, Morgan Stanley, and Ameriprise Financial), I noticed the traditional financial advisor’s business model was not designed to serve today's growing families. So I decided to take the leap and opened my own business so that I could help people in the way that felt right to me.

I live outside Boston with my wonderful husband Nick (who also happens to be a CFP), and two adorable children, Laura and Jordan. Being married to a financial planner, I’ve learned that financial decisions are not always black and white. We’ve had to proactively invest time in getting on the same page financially, which has required several hard conversations and compromises (and has also paid off immensely).

When you direct your time, money, and energy intentionally, the sky is the limit.

I can’t wait to hear your story!