Everyone deserves to feel welcome, equal, and respected, and to live the life that they’ve designed, on their terms.
“Where are you from?” Nearly everyone in Charlotte can be asked that question and answer that they’re from some other place. I moved here in 2013 when MetLife relocated me from Boston to Charlotte. Soon afterward, the division that provided personal financial advice and products to individuals was sold, and I left the organization. It was time to pursue my dream.
Throughout my 25-year career in financial services, I had seen how companies and planners alike focused on their ideal client: a married heterosexual couple with 2.5 children and a dog who were preparing for retirement. To be inclusive of diverse communities, they would simply swap the pictures of the straight, white couple (usually on a boat) with people from that diverse community. The thing is, we really are different and have different needs. I founded my practice to help those of us in those communities achieve our dreams. My specialties include LGBTQ+ people, family creation, special needs planning and those who are single and fabulous. Given my experience with the needs of business owners, small business needs are also an area of specialty. I will work with anyone who believes in equality, respect, and humanity for all people.
My goal is to help others achieve their dreams while building a strong financial foundation. LGBTQ+ people share one common experience: we didn’t fit the traditional mold. We needed to question and make decisions about our lives, our chosen families, and our values. There was no predefined path. We designed our lives, and we deserve to live them on our terms. My passion is helping make that happen. I love using my knowledge and experience to impact others’ lives in a positive and powerful way.
While my practice is based in Charlotte, North Carolina, I meet with clients virtually, and have clients across the country.
I began my career in the Boston area, creating financial plans and managing life insurance and disability claims for State Mutual, then one of the oldest insurance companies in the country. On a daily basis, I saw what can happen to people when there is a plan—and when there isn’t. Early in my own adulthood, I experienced an illness that left me disabled for a year. I lost everything I had worked for and was left with a mountain of medical debt. That experience taught me firsthand what it means to struggle, and I’d like to help people avoid what I went through. The benefit of my experience is that I can help others achieve their dreams while having a plan for the “what ifs” in life.
Having been in financial services for as long as I have, I’ve been through a number of significant market changes, including the recession in the early ‘90s, the dot-com bubble burst of 2000 and impacts from 9/11, and the Great Recession of 2008. My goal in working with clients on their investments is to be sure that those investments align to their personal needs, both their goals and their comfort with risk. None of us has a crystal ball, and no one knows when the market will go up…or go down. I want clients to always be informed and prepared.
I moved to Charlotte in 2013. Prior to that I lived in the Boston area for more than 25 years. I grew up in Mystic, Connecticut (remind me to tell you my Mystic Pizza story). I enjoy reading, cooking and baking. When the pandemic is over, I look forward to traveling, enjoying the restaurant scene, and live music.
I founded Rainbow Foster Network, dedicated to supporting LGBTQ youth in foster & kinship care and LGBTQ+ adults who would like to foster or adopt. I’m active with the Alzheimer’s Association in their outreach to the LGBTQ+ community, and the Charlotte Lesbian and Gay Fund.