I am a Wealth Advisor at SAX Wealth Advisors with a focus in longevity and financial life planning. I work with individuals and couples to align their financial resources with their vision for a meaningful and fulfilling life, particularly during times of transition.
I have a focus on supporting clients who are navigating significant life changes—including retirement, divorce, or the loss of a spouse or parent—when financial decisions become more complex and personal. I am especially passionate about working with women stepping into financial independence, as well as couples transitioning into life after full-time work, helping them define and achieve a shared vision for the future.
With more than a decade of experience as a financial planner and a background in education, I bring a thoughtful, client-centered approach to my work. I help clients build and sustain financial security while making informed decisions that support long-term well-being.
Prior to joining SAX Wealth Advisors, I founded and led LifeCraft Financial Planning, an independent RIA. I serve on the Board of Directors of the Alliance of Comprehensive Planning and am a member of NAPFA.