I am a MAKER.

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I believe financial decisions should feel empowering, not overwhelming. Whether navigating a major life transition or building long-term wealth, having a clear strategy and a trusted partner makes all the difference.

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For over a decade, I’ve helped people take control of their financial futures with insight, strategy, and execution. My background spans financial investments, corporate leadership, and management consulting at the Boston Consulting Group, where I worked with CEOs to solve complex financial and operational challenges. The combination of experiences has shaped how I approach financial planning today.

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Numbers tell a story, but they don’t make decisions – people do. I look beyond the numbers to create strategies that adapt to real-life challenges, helping clients make informed decisions with confidence.

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I’ve seen firsthand how the right financial strategies can empower people to move forward with confidence, whether they’re building wealth, managing  transitions, or ensuring financial security for the future. I don’t just build plans – I anticipate challenges, identify opportunities, and help my clients take control of their financial future.

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My approach is practical, proactive, and deeply personal. I know that financial planning isn’t just about money – it’s about security, independence, and peace of mind. I focus on making the process efficient and actionable, so my clients feel in control of their future, not overwhelmed by it.

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As a business owner and a parent, I understand the demands of balancing career, family, and personal goals. My role is to bring expertise, structure, and strategy to the process – so you have the confidence and clarity to move toward the tomorrow of your dreams.

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Gina