Harbour Bridge Wealth Management Advisors

About

Money is deeply personal.  It’s woven into our dreams, our fears, our relationships, and our sense of security.  That’s why I’ve built my practice around a simple but powerful belief: before we talk about portfolios and tax strategies, we need to talk about you.

As a financial advisor specializing in retirement income planning (RICP®) and a Certified Divorce Financial Analyst (CDFA®), I work with people navigating two of life’s most significant financial crossroads—building a retirement they can count on, and finding solid financial footing after a marriage ends.  My colleague and I offer Second Saturday® divorce workshops. Both journeys require more than spreadsheets.  They require empathy, clarity and a trusted guide who understands the emotional weight behind every financial decision.

My approach is rooted in listening first.  I take the time to understand what you’ve worked for,  what you’re afraid of losing, and what kind of future you’re trying to build.  From there, we create a plan that reflects your real life – not a generic template.

For those approaching or in retirement, I help transform accumulated savings into sustainable, predictable income that supports the life you’ve envisioned.  For individuals going through divorce, I provide objective financial analysis that cuts through the confusion, helping you make informed decisions that protect your long-term security.

I believe financial confidence comes not just from having a plan, but from truly understanding it.  My goal is to make sure you leave every conversation feeling clearer, calmer, and more in control of your financial future.

“YOUR MONEY STORY DESERVES MORE THAN JUST NUMBERS.”

Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN), Member SIPC.  Harbour Bridge Wealth Management Advisors is a separate entity from WFAFN.