Fee-Only · Fiduciary · Behavioral Financial Planning
Your wealth should support the life you want to live.
You’ve worked hard to build something of value. Now let’s make sure it’s working toward what matters to you. Emerald Wealth offers thoughtful financial guidance grounded in wisdom, intention, and a genuine understanding of you.
FINANCIAL PLANNING WITH WISDOM + HEART
Plan well. Live fully.
why emerald wealth
When it came time to name this firm, I kept coming back to the emerald. For centuries, this stone has symbolized wisdom, prosperity, growth, and heart and the moment I saw those four words together, I knew they were exactly what I wanted this practice to stand for.
Wisdom is the sound, experienced guidance you deserve in your corner. Prosperity is the life your money is actually meant to help you build. Heart is how I show up for you - with empathy, without judgment, and with your whole life in view, not just your accounts. And growth, reflected in the very color of the stone, is what I believe most: no matter where you are in life, you can always grow. Emerald Wealth was built on that belief. Planning with wisdom, aimed at real prosperity, held together with heart, and always leaving room to grow.
A plan for today, your life ahead and everything in between.
For lives that cross borders.
International Planning
Clarity when life changes.
Retirement + What’s Next
Turn what you’ve built into possibility.
Divorce + Life Transitions
Your financial life changes as your life does. We bring the pieces together with thoughtful, personalized guidance designed around where you are today—and where you want to go next.
Bring the whole picture together.
FINANCIAL PLANNING
OUR SERVICES
We’ll talk about investments, retirement, estate planning, taxes and financial strategy—but we’ll also talk about the trip you want to take, the change you’re considering, the people you want to help, and whatever you’re dreaming about next.
I want to understand more than what’s in your accounts. I want to know what matters to you, what you’re working toward, what keeps you up at night, and what you’d love your money to make possible.
I'm a financial advisor, Behavioral Financial Advisor™, Certified Divorce Financial Analyst®, lifelong learner, enthusiastic traveler—and someone who is endlessly curious about people.
