A Certified Financial Planner (CFP®) from the Bay Area, I specialize in comprehensive financial planning for LGBTQ+ individuals, couples, and families. As a bisexual woman in polyamorous relationships myself, I understand firsthand the unique financial challenges our community faces—from navigating complex estate planning for chosen families to the higher costs of family building and healthcare considerations.
Growing up, I was taught that women weren’t naturally good with numbers. Through education and determination, I discovered that financial literacy is a skill anyone can develop. After earning my CFP® and running my own independent firm for three years, I’m passionate about breaking down barriers and empowering others to master their financial futures.
My practice areas include estate planning for non-traditional families, polyamorous relationship financial structures, adoption and fertility planning, and retirement strategies that account for community-specific challenges. Having worked with queer clients for years, I’ve seen how traditional financial advice often falls short for our community.
What drives me is combining empathy with strategy. Every plan tells a story, and I love understanding not just the numbers, but the dreams and values behind them—whether that’s protecting multiple partners through proper planning or preparing for the unique costs of building your chosen family. My approach centers on affirming, culturally competent guidance in a space that truly sees who you are.