A Little Bit About My Values.

Community

Behind every successful woman is a tribe of other women who have her back.

Ethical

I believe in the alignment of investments with personal values. 

growth

Just like the stock market, we have ups & down - over time we grow. 

My Approach

 

I don't believe there are stupid questions when it comes to the market. Sometimes the simpler ones reveal a bigger issue with a company. 

I also think that if you don't understand what a company does or how it generates revenue, you should probably not invest in it. 

I miss my days of teaching horse riding and seeing students facing their fears and learning a new skill. I LOVED being part of that. 

Teaching personal finance and investing is the same. Everyone can jump into the saddle.

 

This is My Story.

 

Over the course of my 15-year career in finance managing billions for pension funds, high-net-worth individuals, and family offices, I saw firsthand the societal conditioning that tells women that money—and its management—isn’t for us.


But I knew better.


I’ve been where you are, and I know that achieving financial confidence requires addressing not only the mechanics of money but also the emotional and psychological factors that influence how we engage with it.
There’s an illusion of inaccessibility that keeps women from financial empowerment, but I’ve learned that our relationship with ourselves—our body, our family history, and society at large—profoundly shapes how we approach wealth.


With women poised to control the majority of U.S. consumer dollars in the coming years, I’m committed to making an impact. I want to be the advocate I wish I’d had years ago—a guide to help other women navigate the path to financial freedom and confidence.


From a young age, I’ve always been fascinated by money—not just as a currency, but as a tool to unlock dreams and create new possibilities in life. I’ve made numerous dreams come true for myself and my family, and have so much more to look forward to.


I hope you will join me in voicing your dreams and taking action towards making them come true. It will be one of the most exhilarating journeys of your life!


I look forward to meeting you and building a community centered on women, wisdom, and wealth.

My certifications...for your peace of mind

 

Bachelor's in Accounting & Finance

Master of Science in Investment Management 

Graduate Certificate Corporate Sustainability & Innovation from Harvard

Investment Decisions and Behavioral Finance Certificate from Harvard

Advanced Responsible Investment Analysis Certificate from PRI Academy

FSA Credential from IFRS

Former holder of the Series 7, 66, 86, 87 (no longer active)


 

 

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