What brought you to do this work – your why / your values?

Having spent over a decade in the asset-building field, my motivation is rooted in seeing the
tangible impact that thoughtful financial planning can have on families' lives. My experiences, whether through my work with the V.I.T.A. Tax Program for the Boston Planning and
Development Authority/City of Boston, developing culturally proficient financial education at
Compass Working Capital, to my long-standing belief and focus on expanding access to quality
financial advice; I am driven by the value that all families deserve to live free of financial stress
and with the confidence to pursue their goals. This “why” – empowering families to build
brighter futures – is at the heart of my practice.

What should someone know about you?

Beyond my professional dedication to financial planning, family is at the center of my world. I’m
happily married with a curious and energetic three-year-old daughter, and we’re excitedly
awaiting the arrival of our newest family member this June! This personal foundation fuels my
understanding of the diverse financial needs and dreams that families hold. On a more
adventurous note, I’m also a passionate traveler with a goal to set foot on every continent – just
two more to go! This love for travel has brought incredible perspective to my life and reminds
me of the unique journeys we all undertake.

What professional experiences help you thrive in your work with NSIA?

What allows me to excel at NSIA is the wealth of experience I bring in understanding the diverse
needs of families. My background includes significant work with multi-generational and multi-
ethnic households and understanding the diverse goals and values that often intersect and co-
exist within a family. This experience along with my business and tax background allows me to
develop holistic and tailored financial plans that truly resonate with each one of my clients’
unique lived experience, circumstances, and goals.