I love working with women because women tend to be more relationship-oriented and it is the relationship that is my favorite part of being an advisor. I also find that women are often my most engaged and collaborative clients.
I got my start in financial planning at a CPA firm in Cambridge and then moved on to an international law firm in Boston. In 2001, it was time to follow my dream of being an entrepreneur and Abaris Financial Group was born.
My passion for personal growth started in 2012 when I impulsively decided to attend Jon Kabat-Zinn’s mindfulness program at UMass. It was a life-changing introduction to the power of mindfulness. When I combined mindfulness with the work I did with an amazing coach and a life planner, a new path opened up for me and for my work. I personally started achieving goals I hadn’t had the courage to pursue, or that had never even occurred to me before. And just as important, I let go of things in my life that no longer fit with my values and life purpose. There is clarity, freedom, and abundance when you look at your life through the larger lens of fulfillment. It was clear that my life purpose is to inspire growth in others and I wanted to incorporate more of that at Abaris Financial Group.
I pursued training through the CTI and The Kinder Institute. I became a Master Registered Life Planner (RLP®) and a Certified Professional Co-Active Coach (CPCC®). I pour all of this experience and passion into my work with clients through life planning and coaching. My goal is to inspire, motivate, and empower my clients to live their uniquely fulf
THREE THINGS ABOUT ME
I am a certified coach.
My philosophy is client first, always.
I believe that money is only a tool to achieve fulfillment.
CFP® RLP® CPCC® CAP® AEP®
Dartmouth College (BA), Boston University (MBA), Boston College (MSF)
Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor.
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