About Me
I am dedicated to the financial planning profession and to continuous improvement and growth in the field. It’s not just a job for me, it’s a passion. I want financial freedom for all my clients. I want them to experience the ease of knowing they have a plan to achieve their most important goals.
This is what you can expect from me:
Fee Only. I am only paid by you. I do not receive commissions.
Transparency. In fees and process always.
Fiduciary Duty. I am obligated to put your interests before my own.
Consistent Investment Philosophy. I believe in a long term, low cost approach to investing supported by academic research. I partner with several investment management firms, including Dimensional Fund Advisors, to provide clients with well diversified investment options. Sustainable investments are also offered.
If you are curious to learn more about my professional and academic background, I encourage you to check out my LinkedIn profile. You can verify my designation with the CFP Board. And I am also a member of NAPFA - National Association of Personal Financial Advisors.
If you are wondering what qualifications are important to look for in a financial planner, please see this article as well. (Spoiler- this describes me!)
My passions besides financial planning include traveling, skiing, true crime, hiking, baking, and forcing my family to play board games with me. You can find me on days off at the Camden Snow Bowl or on a boat in the Rockport Harbor or Camden Harbor. I have been married to my amazing husband Dave for sixteen years and we have two children. I also teach financial literacy classes via Five Towns CSD Adult Education.