You’ve spent your career creating impact, building success, and navigating complexity with intelligence and grace. And now, as life shifts—career changes, liquidity events, or new opportunities—you’re ready for a financial advisor who sees the full picture.
I started StackWealth for women like you: professionals who’ve thrived in demanding roles at technology and financial services companies, often quietly making everything work behind the scenes. Now, you’re stepping into your next chapter, ready to align your wealth with your values, pursue new goals, and make confident, intentional decisions about what comes next.
My approach combines comprehensive financial planning with disciplined, low-cost investment strategies designed for real life, not just theory. I blend analytical rigor with practical guidance, translating complexity into clear decisions and confident next steps.
Before launching my firm, I spent the last 20 plus years in leadership roles at financial services companies and venture backed high-growth startups. I've sat in the boardroom, the back office, and the family group chat. I understand the nuance of equity compensation, the mental load of caregiving, and the quiet discipline it takes to keep moving forward when life gets more complex.
As a Certified Financial Planning (CFP®) professional, and a fee-only advisor, I bring a calm, strategic presence to my work. I don't believe in generic plans, product pitches, or financial education gatekeeping through jargon. Instead, I offer practical guidance, deep listening, and tailored strategies designed to help you care for you and the ones you love without sidelining yourself.
When I'm not working with clients, you can find me living in New York City with my husband and cat, volunteering with my favorite dog rescues (don't tell my cat!), going for a hike, and planning a trip I may or may not take, or quietly geeking out over the financial planning tools and frameworks.
Whether you’re redefining success, pursuing new opportunities, or stepping into a new phase of independence, I'd be honored to support you.
Want to learn more about me and how StackWealth can help you?
We'll meet to understand your goals and explore how we can help.
Schedule a Consultation
