You've spent your career helping others succeed. You've built a reputation for reliability, intelligence, and grace under pressure. And now, as life shifts—aging parents, evolving priorities, equity decisions that don't fit neatly into spreadsheets—you're ready for a financial partner who sees the full picture.
I started StackWealth for people like you.
Professionals who've thrived in demanding roles at technology and financial services companies—often behind the scenes, quietly holding everything (and everyone) together. Who now find themselves navigating not just their own wealth, but also the growing needs of their parents.
I work with women who are ready to take ownership of their wealth, simplify complexity, and build a plan that supports them and the people they care about.
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.
If you're ready to organize your financial life - with clarity, confidence, and care - 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
