Financial Planning for New Parents
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As a Financial Planner, I’ve had the opportunity to work with a wide range of clients throughout my career—from small business owners and corporate executives to young families building their future and individuals transitioning into retirement. However, my greatest passion lies in helping clients navigate major life transitions.
Whether it's divorce, the loss of a loved one, a career shift, a big move, or welcoming a newborn, I care deeply about ensuring my clients feel supported every step of the way. I take the time to get to know each person individually, creating a safe, judgment-free space where they can become financially empowered. Understanding their goals, concerns, and risk tolerance is just as important as building a strategy that aligns with their needs. I know firsthand that money is emotional, and life’s biggest lessons come from change. My own experiences with loss and transition have shaped my approach, reinforcing the belief that financial planning is about more than just numbers—it’s about carving a path forward.
In 2024, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, further solidifying my commitment to expert financial guidance. In 2025, I joined Pelora Advisors, where I continue to support my clients through personalized financial planning and wealth management.
I graduated from the University of Connecticut with a dual degree in Finance and Economics from the School of Business.
Outside of work, I love spending time with my husband and our two dogs. My hobbies include hiking, golfing, kayaking, running, and gardening. I’m passionate about creating edible landscapes and reducing waste. More than anything, I want my clients to walk away from our conversations knowing they have the power to design their own lives—life is too short, so be happy and take the steps to create the lifestyle you dream of.
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Licensing:
I am licensed to sell insurance products in the following jurisdictions:
CT, FL, GA, MA, ME, MI, MS, NC, PA
We have individuals registered to offer securities in the following jurisdictions:
CO, CT, GA, MA, MD, ME, MS, NC, NH, NY, RI, SC, TX, VA, WA,