As the founder of Sound Generational Wealth in Guilford, Connecticut, I am passionate about guiding families, professionals, and business owners through life’s most important financial decisions with clarity and confidence. My focus is simple: to help you enjoy life today while building a legacy for tomorrow.
I began my career with the firm as an intern in 2009 and now bring more than 15 years of experience in wealth management. Over the years, I’ve helped clients navigate retirement income planning, tax-efficient investment strategies, estate and legacy planning, and advanced wealth-transfer strategies. To me, financial planning is never just about numbers — it’s about empowering people to protect what matters most and create confidence for themselves and their loved ones.
I hold my FINRA Series 7, 63, and 65 licenses through LPL Financial and have completed advanced coursework in comprehensive financial planning. I employ a fiduciary focus and I am committed to always putting your best interests first. Whether it’s simplifying a complex portfolio, designing a multi-generational plan, or building philanthropic giving strategies, my mission is to make wealth planning accessible, understandable, and meaningful.
Born and raised in Connecticut, I have strong ties to the shoreline community I serve. Outside of the office, I enjoy time with my husband, Ray, and our two children, supporting local organizations, and staying active — especially on the tennis court.
I was inspired to become a financial advisor through personal family experiences that highlighted the importance of financial clarity and planning. Those lessons continue to guide me today and fuel my commitment to helping every client feel confident about their financial future.
Let’s start the conversation about how we can build your legacy together.
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