5 Maxwell Drive, Suite 100
Clifton Park, NY 12065


126 College Street, Suite 350
Burlington, VT 05401

(518) 373-7363

I have been a Financial Advisor with Sequoia Financial Group since 2013. While I grew up in the Financial Planning business, I have a unique background in Art History, Art Business and Health Coaching. Combined with my education in this field, I am confident that my diverse background allows me to better understand my clients and their experiences. Prior to joining the firm, I received my BA from Dickinson College in Pennsylvania and MA in Art Business from Sotheby’s Institute of Art in Manhattan. Currently, I am obtaining a Financial Planning Certificate through Boston University, as well as studying to obtain my CERTIFIED FINANCIAL PLANNERTM professional designation.  Throughout my education, I was a financial planning intern in both Clifton Park and New York City. Today, I am happy to continue to partner with my father and firm members to help clients in developing the right habits for financial success.

My goal is to highlight the importance of self-care as it relates to personal finance; allowing this planning to become a positive experience in people’s lives. I am passionate about the incorporation of ESG and Sustainable principles into investing. I carry this interest into my personal life with my passion for environmental and animal welfare, as well as personal and public health and wellness. Out of the office, you can find me running, hiking, skiing, and walking my dogs. I live in Saratoga Springs with my husband, Tim and our two rescued fur children, Jackson, and Hadley. We enjoy spending time outside, music, art, cooking and getting up to Lake George as much as possible.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. PPG-148198 (10/2023).



  • Completed 17 climbs of Stratton Mountain over one day to reach the equivalent of Mt. Everest; 29,029 vertical feet and over 30 miles
  • Went to school for art history and business for 6 years and was the last child that my Dad expected to join the family business
  • Extremely passionate about health, wellness and the environment

CA Insurance License #: 0N03951