I joined Terra Blue Wealth Management with the idea that clear, conscious investing can be profitable and accessible. While working as a CERTIFIED FINANCIAL PLANNER™ practitioner at Good Capital Investment Group in New York, I saw firsthand how invested money could match client values and social progress. Clients took pride in doing good with their hard-earned money.
After graduating cum laude from the University of New Hampshire and Boston University’s Certificate of Financial Planning program, I obtained my CERTIFIED FINANCIAL PLANNER™ certification. I also hold FINRA Series 7 and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®.
I continuously strive to improve our world and have led humanitarian trips in developing countries, volunteered as a mentor, and participated on several committees of a local union. In my spare time, I am a commercially rated pilot and, in a previous life, flew cargo planes in Alaska.
I have been featured on the How to Save the World Podcast, as a workshop leader with Out wild, and am a speaker at the upcoming Be Social Change panel on impact investing. I hope to educate investors about the importance and accessibility of socially responsible investing and the power investors have to promote social change.