My goal is to develop a meaningful connection between your financial goals and life goals. I want to hear your story, take what I learn, and use it as the foundation for building your plan. As a Certified Financial Planner™ professional, I want to help you gain the financial freedom to do the things you want, when you want, with the people who mean the most to you. I specialize working with tech employees at companies like Microsoft, Amazon, Meta, Google, Salesforce, and more! Some strategies include: Maximizing company compensation benefits options, including stock options, Mega Backdoor Roth 401(k), deferred compensation, and tax minimization strategies. I recently moved to Washington, after spending several years on the east coast. My husband and I love spoiling and spending time with our dog, Alpha. I love to go out and explore areas around our home in Black Diamond. I will always be a die-hard 4th generation Pittsburgh Steelers fan. My Boston wedding was even influenced with a black (grey) and gold color theme & “Terrible Towel” entrance. In my spare time I am an avid bocce player and enjoy daily rides on my Peloton.
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