Financial guidance designed for women, by someone who gets it.

About Me

For nearly 20 years, I’ve helped women take the lead in their financial lives with clarity, strategy, and confidence.

Many women come to me during major transitions — divorce, inheritance, career changes, or preparing for retirement — when both life and money are in motion. My approach blends the sophistication of a multi-family office with plainspoken guidance, so you can protect your lifestyle, grow your wealth, and care for the people you love.

I understand these transitions because I’ve lived them. After two decades on the West Coast, divorce and family changes brought me back to the Midwest, where I now balance a beautifully busy life with my husband, three children, and my widowed father. Having walked through loss and the “sandwich generation”, I know what it means to juggle family, career, and caregiving.

Whether you’re navigating partnership equity, planning a second act after divorce or loss, or aligning wealth with your values through impact investing or charitable giving, I’ll help you create a plan that’s strategic and deeply personal. I also provide flat-fee guidance for women in the midst of divorce who need financial planning while assets are still in motion — a rare service I’m proud to offer.

I believe resilience, paired with a clear plan, can turn uncertainty into opportunity. When your wealth reflects your values, you can create a lasting impact for your family and community.

I’m based in the Heartland, while serving families all over the US. Mom of three. Advocate for thriving women’s communities.