I have always been passionate about helping people plan their lives. I love to listen to friends and family talk about their goals, values, hopes and fears, and to strategize ways to translate their thoughts into action. When it comes to my own life, as the daughter of a community health nurse and a lover of the mountains and ocean, I have always felt a strong pull towards building more equitable communities and protecting our natural world.
Working in new business intake for an economic consulting firm, I saw the enormous amount of thought that goes into building and growing a business with intention. Since joining Terra Blue in 2024, I've completed my FINRA Series 7 and 66 registrations and am continuing my financial education.
I am an avid skier, practice yoga frequently, an occasional runner, and have been learning to surf since moving to California from New England in 2022. I love to take advantage of the beautiful parks in San Francisco, and my very favorite thing is hosting dinner parties for friends.
It is my belief that planning for one’s financial future cannot be separated from considerations of the social and environmental future of our local communities and world at large. Terra Blue emphasizes aligning these goals, and I am thrilled to be a member of the team.