As a CERTIFIED FINANCIAL PLANNER™ with Modera, I partner with individuals and families to build and execute financial plans. Helping my clients to prepare in advance for the unexpected, educating them on important factors they may not be aware of, and seeing the weight lifted off their shoulders after implementing their plans are a few of the reasons I love what I do.

In my prior work as a behavioral therapist for children with autism, I experienced firsthand many heartwarming moments, but there can also be significant obstacles for families. These experiences led me to pursue a designation as a Chartered Special Needs Consultant™ (ChSNC®). Financial planning for yourself or a loved one with special needs involves addressing more than the traditional topics that I cover with others. It is often also an emotional process. Over the last 12 years, I have strived to truly listen to and factor in the unique challenges, needs, and goals of those I work with. Modera’s team oriented nature allows me to provide all my clients a customized experience and offers a wide range of knowledge and expertise.

Our firm is employee-owned and operates on a fee-only/commission-free model that puts our clients’ needs ahead of our own.