I came to financial services after years of running my own business. What drew me here were conversations with friends in the industry who opened my eyes to how much of a difference the right financial guidance can make in someone’s life. Once I understood that, I knew this was work I wanted to be part of.
Rooted in Vermont
I grew up here in Vermont and went to Lyndon Institute, and I’ve never wanted to live anywhere else. There’s something grounding about being in a place where the landscape changes so dramatically with the seasons, it keeps you present, reminds you to slow down, and helps you appreciate both the work and the rest each season brings.
Connecting People and Details
My role is built around client services, handling the communication and day-to-day details that keep everything running smoothly. What I’ve learned over the years is that everyone’s financial life is as unique as they are: different lifestyles, different goals, different priorities. That variety is what makes this work meaningful. I love hearing people’s stories, learning what matters to them, and connecting them with the resources and guidance that help move them forward. If you call or email, there’s a good chance you’ll talk with me first. I’ll make sure you get what you need or connect you with the right person who can.
Values That Guide My Work
What I bring to every interaction is honesty, respect, and a genuine commitment to the people I work with. Financial planning can feel complicated at times, but I believe it should never feel impersonal. My goal is to make it smoother, more approachable, and grounded in care.
Life Beyond the Office
Outside of work, I’m all about homesteading, gardening, canning, and making things from scratch. There’s something deeply satisfying about growing and preserving your own food for the winter. My husband is my biggest supporter in all of it, and together we enjoy the self-sufficiency and peace that come from living close to the land.