Catherine and her Goldendoodle dog

Why women?

I came out of the womb competitive and fiercely independent. I started working when I was 12. I used my income to purchase my dream bike and got hooked on earning and saving. By 18 I opened my first retirement account. In my 20s, I worked myself through college and grad school. Understanding my money and what it could do for me empowered my life. And more importantly, I loved the confidence it gave me.

But, it wasn’t until I became a financial advisor that I realized how many women did not share my love of investing. Discussing money made them feel anxious, ashamed, and fearful about the future. So I began talking about finance in a way they understood. I started to teach them how their money can impact their life and create opportunities for the future.

That is why I do what I do.

My true purpose is to educate and empower women to take full ownership of their financial life, to learn and grow as they build their confidence and create exciting opportunities for their life.

You know what is fascinating?
Most women share the same 3 concerns.

Am I saving enough?

woman and puzzle pieces

Am I maximizing my options?

female breadwinner on motorcycle with daughter

Am I making the best decisions for my family?

Where do you fall?

Wealth Strategy

  1. Over $3mm in assets.

  2. Complex investing, tax, philanthropic, and estate issues.

  3. Require sophisticated planning and solutions.

Popular

Wealth Grower

  1. Over $600k in assets, hungry and driven.

  2. Devoted to growing net worth.

  3. Want structure and a clear plan for moving forward.

Wealth Planner

  1. Less than $600k in assets.

  2. Motivated to learn.

  3. Committed to working with a financial partner.

Female financial planner

I’m an educator and a translator, and I can help you.

Female financial advisor and Nordic skiing with daughters

Have you been mansplained, or confused by other finance professionals? That drives me bonkers!

With four young adult daughters of my own, I'm very aware of the need to translate ‘financial speak’ to terms that make sense for your unique situation.

I strive to educate and empower my clients, and make them feel comfortable asking all the questions they want. Our end goal is a happy, healthy partner-relationship where we arrive at the financial decisions that make the most sense for YOU!

Female investor and wealth manager

Bonjour! How about my qualifications?

Did you know I speak French 🇫🇷 fluently! (I’m also fairly good in Spanish and Italian).

I’m also a Certified Financial Planner TM and Chartered Alternative Investment Analyst.

I have a Master of Arts in International Relations from the Johns Hopkins School of Advanced International Studies and a BA in Economics from the University of Pennsylvania.

I am an Investment Advisor Representative and Registered Representative with LPL Financial, and have my Series 7, 63, and 66 Securities registrations held with LPL Financial, as well as my state Life and Health Insurance licenses.

Female financial advisor and outdoor adventures

What do I do in my free time?

Spend it OUTDOORS! While I used to be a city girl, when I met my husband I became a NATURE girl. When I’m not helping my clients, you will likely find me hiking, Nordic skiing, trail running, playing tennis, doing CrossFit, participating in triathlons, traveling, or walking my dogs, Mocha and Murphy. I also like to read, take photos, and craft - and am always looking for good book and travel recommendations.

The pic on the left was taken during a trail run in Waterville Valley, NH (my happy place).

family photo

My husband and I completed bagging the 48 4000’ peaks in the White Mountains of New Hampshire. Our last peak bagged was Owl’s Head, in the summer of 2023.

My girls are still working on their lists, so we hiked Mt. Waumbek together during the holiday season.

And we just finished' Roxi’s list of 48 peaks this summer - we did the Mt. Cabot Loop — lovely but not easy!
3 girls post CrossFit workout
Waterville valley in fog
Strong women doing CrossFit
My girls and Luzern Chapel Bridge
Female financial advisor for active women
Financial Advisor for Women who love flowers
Girl Boss and bee-lover

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

 FAQs

  • Most of the clients referred to me are driven women, who are hardworking and accomplished in their field, and love to win at everything they do. Most have accumulated a net worth of over $1 million.

    BUT - a recent event has made their finances a top priority, and managing their financial life alone feels overwhelming and is causing undue stress.

  • My clients do not want to be TOLD what to do. They want to understand and participate in the process. They want help building their confidence and feeling more in control of their future.

  • My clients typically share three concerns:

    1. Have I saved enough to maintain my lifestyle?

    2. Am I maximizing my investment options?

    3. Am I making the best decisions for my family and I?

  • I typically manage at least $250k for my clients. If I manage less than $600k in investments, I also charge an annual financial planning fee. Please refer to my fee schedule.

  • Yes- as long as we are compatible from a personality standpoint. I typically attract female execs and entrepreneurs, as well as members of the LGBTQ community.

  • Yes! I love helping my clients create portfolios that align with their values. This includes ESG and Impact investing.

  • Please book a complimentary initial consult (phone/zoom). We’ll get to know each other, and I’ll learn what keeps you up at night and discuss the next steps in our relationship.

  • The more I know about you the better. We’ll have multiple conversations (phone/zoom/live) in a short span as we on-board you and start tackling your most pressing issues. After the initial phase, we can speak as often as you’d like - and at least quarterly.