About Me

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

Many of my clients come to me during major transitions — divorce, inheritance, career changes, or preparing for retirement — times when both life and money are in motion. My approach blends the sophistication of a multi-family office with plainspoken, personal 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 building my career 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 challenges of the “sandwich generation,” I know firsthand what it means to juggle family and business while supporting an aging parent.

These experiences shape the way I serve. Whether you’re navigating partnership equity, planning a second act after divorce or loss, or aligning your wealth through values-based investing and charitable giving, I help you build a plan that’s both strategic and deeply personal. I also provide flat-fee guidance for women in the midst of divorce who need expert planning even while their assets are still in motion — a service I’m proud to offer.

I believe resilience, paired with a clear plan, can transform uncertainty into opportunity. When your wealth reflects your values, you have the power to create a legacy of impact for your family and community.

Based in the Heartland. Mom of three. Advocate for thriving women’s communities.