I offer pre-retirees and retirees the resouces of a large, national wealth management firm with the individual attention of a solo, independent financial planning practice.

I partner with Buckingham Strategic Partners to offer wealth management resources such as a fixed income trading desk, subject matter experts for complex financial planning situations, Investment Policy Committee for portfolio management, institutional trading resources for operations efficiencies, and many other resources, which enable me to focus more of my time on providing financial planning services directly to my clients. 

After working for 15 years in investment management and corporate financial management positions in New York City and Boston, I took a career break to raise my three children, including my neurodiverse son. Seeing many people, including my father, get taken advantage of by advisors who didn’t value and prioritize true financial planning led to the founding of Access Financial Planning, LLC.

I use my work experience, B.S. in Psychology from UMass/Amherst, MBA in Finance from Bentley University, CERTIFIED FINANCIAL PLANNER™ education from Boston University, specialized tax expertise, along with my deep affinity for empowering women to help my clients get clarity in their goals and confidence in the steps needed to achieve them.

I specialize in tax-efficient financial planning, retirement planning, equity compensation planning, and goal-based investment management.

In my free time I love getting outside as much as possible. Lately, I’ve been hiking in the mountains of New Hampshire and along the beaches of Cape Ann in Massachusetts with family and friends whenever I can.