My journey into financial advising began with a background in art and psychology, where I learned to appreciate the power of vision, emotion, and human connection.

These elements guide my approach to financial planning, helping clients create strategies that are not just about numbers and investments but also about meaningful, personalized goals.

For me Financial Planning is the art of seeing a life’s potential and the logic of building a path to reach it.

As a CFP® professional and Accredited Behavioral Financial Advisor™, I combine technical skills and knowledge with behavioral insights to help people make confident, well-informed decisions. I believe financial planning isn’t just about investments and projections- it’s about understanding what truly matters most to my clients and helping them design a strategy that combines the right investment vehicles with their goals and values as they change over time. I help people understand and manage the behaviors, biases, and stressors that often influence financial decisions, especially in times of change or uncertainty.

My approach supports not only the technical side of planning but also the emotional and psychological dynamics that influence how we relate to money. This is especially important when working with families, where financial decisions often involve multiple perspectives, life stages and transitions, and differing opinions on what is important.

The stock market responds to logic, patterns and probabilities, but people often respond to it with emotion, fear, and impulse. As a financial advisor, I educate my clients, help them remain focused on their plan and avoid making decisions based on fear.

Financial decisions can be complex, but you don’t have to navigate them alone.

“Financial success is more about behavior than intelligence” Morgan Housel