Growing up in Vermont, I quickly learned how unpredictable life can be—especially when it comes to the weather. That early lesson instilled in me a mindset of preparedness, which continues to guide me today. As I transitioned into adulthood, I found that same unpredictability echoed in the world of personal finance. What began as a necessity soon became a passion: helping families and business owners plan for the unknown so they can face the future with confidence.
Before entering the world of financial planning, I spent five years in residential real estate. That experience gave me a deep appreciation for the emotional side of major financial decisions—from purchasing a home to saying goodbye to one. I now bring that same empathetic, practical guidance to my work in finance, helping clients navigate both the short- and long-term impact of their choices.
Outside of the office, I’m always looking to connect with others—whether through local business events, volunteer work, or community activities. In the winter, you’ll find me racing in the Thursday night Corporate Ski League at Bolton Valley on my telemark skis. In the warmer months, I’m often out on my bike, taking in the sunsets over Lake Champlain.