MBA, Kellogg School of Management
JD, Northwestern University School of Law
BA, Tufts University
CERTIFIED FINANCIAL PLANNER™
Member of State Bars of New York and California
My husband and I became clients of HTG in 2005 when we moved to the East Coast from San Francisco. As busy professionals starting to save for retirement, we didn’t have the time or energy to manage our assets.
The advisors at HTG helped us invest our small but growing portfolio and focus on saving for our children’s educations, which freed up time for us to spend with our young children.
When we first joined HTG as clients, I was working as a corporate attorney in the Silicon Valley and New York offices of the global law firm, Wilson Sonsini Goodrich & Rosati, P.C. I joined WSGR in 2000 after obtaining a JD/MBA from Northwestern University in Chicago.
During my ten years at WSGR, I was able to combine my passion for law and business by counseling and advising entrepreneurs, technology companies and venture capital firms.
My career path was upended when my husband was offered an expat assignment and we decided to relocate our family to Dubai, United Arab Emirates for three years. I took a sabbatical from work and planned trips to 25+ different countries sparking an insatiable travel bug in my family.
When we returned to the US, I was ready to reenter the working world. Upon reflection, I realized that what I missed most about my professional life was working with clients in an advisory role and helping them find solutions to their problems.
At HTG, I counsel clients on how to achieve their financial goals, avoid irrecoverable financial mistakes and prioritize spending and savings, much as HTG helped my family. To round out my education, I obtained my CFP® certification in 2015.
My husband and I live in New Canaan with our two teenagers. If I am not in the office, you will probably find me with my family on the water in Newport, RI, playing tennis, traveling or walking our dog, Taz.
Please contact me below if you would like to schedule a call, video conference or meeting to discuss your needs and the services that HTG offers.