What We Do
Location
123 Business Street, Suite 456
New York, NY 10001, USA
Contact us
Location
Financial planning, for me, has always been about the people behind the numbers. The stories, the goals, the “what keeps you up at night?” moments. That’s what drives how I work. I believe everyone deserves to feel confident and clear about their financial future, and I take a calm, patient approach to getting there.
I walk alongside clients through life’s transitions, whether that’s navigating the financial complexities of divorce, building a plan for the next chapter, or simply making sense of competing priorities. My goal is to simplify complexity, build trust, and make sure you feel supported every step of the way. That’s what drew me to Regista: a team that shares that same commitment.
I’m a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® with experience spanning wealth management, divorce financial planning, and client onboarding and administration. My career has been shaped by working across advisory firms of different dynamics and specialties, giving me a well-rounded perspective on how to deliver comprehensive, client-centered planning.
At Regista, I focus on financial planning, budgeting, and guiding clients through the transition from financial uncertainty to long-term confidence. I’m particularly passionate about helping clients who are reclaiming their financial footing after a major life change, turning what feels overwhelming into a clear, manageable path forward.
I'm also committed to advancing the next generation of financial planners through my involvement with the Financial Planning Association, where I served on the National NexGen Leadership team from 2023 to 2025 and remain an active member of the NexGen community.
Originally from New England, I spent four years in California and now live just outside Washington, D.C., in Alexandria, Virginia. Working remotely with our Denver-based team is one of the things I love about Regista — it reflects how we collaborate with clients too, meeting you wherever you are.
I’m a travel enthusiast whose recent adventures include Japan, Colombia, Australia, and Spain. When I’m not exploring, you’ll likely find me pet-sitting around Old Town or volunteering with the local animal welfare league. I have a big heart for animals, and for the kind of work that makes people’s lives a little easier.
