As a financial advisor, I assist clients by helping them manage their wealth in a manner designed to meet their individual needs and aligned with their values. I focus on offering a comprehensive approach to managing wealth that can incorporate Sustainable, Responsible and Impact (SRI) investing considerations to help clients pursue their goal of generating a measurable social and environmental impact while also pursuing their other goals.
In a similar way, I welcome the opportunity to demonstrate how faith-based investing can help you align your investments with the causes, issues and values most important to you, while helping you to stay on track to pursue your financial goals.
While I can work with any investor to help them pursue their unique financial goals, I enjoy helping women, and those who are going through divorce. I am also a proud ally to the LGBT community. I recognize that non-traditional families deserve the same respect and focus that traditional families enjoy.
I earned my B.A. in Economics from the University of Virginia. I also hold the Certified Divorce Financial Analyst® (CDFA®) and Chartered SRI Counselor™ (CSRIC®) designations, and am a Certified Private Wealth Advisor® professional.
I enjoy wine tastings, attending house concerts, and staying warm in hockey rinks. I live in Bucks County with my husband Jeff, and our college-age sons.
I welcome the opportunity to demonstrate why I believe I can make a significant difference in your life.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
