Heart Strong Wealth Planning was created to help educate and empower women to take control of their own money.

The name is intentional: 

• Heart, connect with what you truly care about and want in your life; 
• Strong, build a strong foundation for yourself and your family; 
• Wealth, create wealth in all of its forms, financial and otherwise, to support your best life; 
• Planning, because a full alignment of these things does not happen by accident. It helps to plan.

My emphasis on Socially Responsible Investing (SRI) grew alongside my growing concerns for the environment. I was frustrated by the lack of action on the part of corporate and political leaders. As a financial advisor, SRI was a perfect fit.

It’s always been important to me to be an independent advisor because I never liked the idea of being limited or obliged to promote specific products or investments to my clients. As an independent advisor, I’m free to look at your circumstances and goals and values and create a personalized solution tailored to your needs.

You’d expect someone with nearly two decades of experience in the securities industry to be extremely analytical and good with numbers, and that I am. I also have a creative side and have worked with artists, studied ballet, thrive on traveling to new places and enjoy growing things in my garden. 

As a financial advisor, I love using my knowledge and expertise to help women reach the goals they’re creating—whether that’s starting a new business, moving abroad, buying a home, or planning for retirement.

I am a Chartered Financial Consultant ChFC®, a Chartered SRI Counselor®, and hold securities licenses 6, 63, 65, and 7 and a life, health, and accident license.