My experience with the first advisor I ever met shaped how I work today.
I lost my mother in my early 30s and sought help to honor her legacy. The advisor I met never asked about my “why.” Never asked where the money came from or why it mattered so deeply to me. That moment stayed with me and is the reason I do what I do today.
Years later, when I made a major career change, that memory resurfaced. I realized how powerful it is to feel seen, understood, and supported during life’s transitions. Those experiences, both personal and professional, taught me that planning isn’t just about numbers; it’s about people, purpose, and possibility.
Today, as a financial advisor, I help women and their families bring clarity and confidence to whatever transition life brings—planning for retirement, navigating divorce, building a business, or finding your footing after loss.
At The Wealth Boutique, we start with a conversation. We talk about your goals, your story, and your “why.” Together, we create a plan that aligns your resources with what truly matters to you, so you can move forward with clarity in thought, confidence in purpose, and strategy in action.
If you’re standing at a crossroads or simply ready to approach your next chapter with intention, I’d love to be part of that journey with you.