I am a financial advisor based in New Mexico, serving clients throughout the United States. I have a specific passion for working with women and their families, particularly those underserved by traditional financial services firms. I can relate to women who take the lead in their household ...more

I am a financial advisor based in New Mexico, serving clients throughout the United States. I have a specific passion for working with women and their families, particularly those underserved by traditional financial services firms. I can relate to women who take the lead in their household financial decision-making, whether they are single or part of a couple, with or without kids, in biological or found families. I believe and understand that women want to work with an adviser they can relate to and trust. Therefore, I focus on a woman's unique life goals, circumstances, and needs. My core values are customer service, honesty, transparency, and the very deepest commitment to the fiduciary duty of putting my clients' best interest first. My clients find me to be both knowledgeable and able to explain complicated concepts in plain English. Knowledge is the best antidote to our fears. That is why I stive to help my clients reach clarity and confidence around their finances, no matter where they are on life’s journey. I guide people through the financial planning process, with no judgments. I am a CERTIFIED FINANCIAL PLANNER™ professional and also registered as a Financial Industry Regulatory Authority (FINRA) Series 65 Investment Adviser Representative. My Bachelor’s degree is in psychology, with a minor in women’s studies, from Cornell University, and I earned a Master’s degree in public policy from Rutgers University. My past professional career has included experience in real estate, nonprofit fundraising and management, economic development, and small businesses.less