“What is your ideal life? What sustains your prosperity and joy? There’s nothing that brings me greater joy than helping others connect their wealth with their personal answers to each.”
My approach to client care is grounded in my belief that financial freedom often inspires greater generosity, which is where true fulfillment is found. I love deconstructing financial complexities into elegant solutions, and empowering people to make more joyful decisions with their money and their life.
I'm particularly passionate about being an advocate for women in investing, which has been a focus throughout my entire career. I host our Women's Circles, which are gatherings where women come together to explore and share wisdom on topics relating to money and values. Being an active part of the community and supporting shared values of human well-being and environmental sustainability fulfill me both personally and professionally.
Outside of work, I’m proud to serve as co-chair of the Board of Directors for Ceres Community Project. Originally from Georgia, I now live in Healdsburg with my husband, Charlie, and our two dogs. Northern California provides the perfect setting for my love of hiking and wellness pursuits. I enjoy cooking meals with locally sourced produce as much as I love discovering new restaurants in the area. When not outdoors, I'm likely deep in a good book or listening to podcasts about purpose and living well. I cherish spending time with family and friends, whether we’re exploring exciting destinations around the globe or relaxing together for a quiet evening at home.
