Specialties
About Me
As a CERTIFIED FINANCIAL PLANNER® and Chartered Special Needs Consultant®, I help individuals and families who have planning needs centered around disability or other medical conditions.
I also partner with those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). Typically, people come to me because they have unique planning needs, but they aren’t sure how to address them. Other times they have an idea of what they need to do but are overwhelmed by everything else going on in their lives. Financial planning tends to take a back seat. And many times, they are coming to me because they are worried about where their financial future lies. That’s where I come in. I help my clients assess their financial landscape as it stands now. I work with them to organize and prioritize their goals, identify strengths and areas of improvement, and most importantly implement changes and re-visit their plan regularly. I would describe myself as my clients’ personal CFO.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, ChSNC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training. For additional information see the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.