I am the founder and President of InAlliance Financial Planning, a fee-only financial planning firm serving individuals and small businesses in Santa Barbara and throughout the Central Coast region. My mission is to help my clients take full ownership of the financial direction of their lives.
I became a financial planner because I wanted to help people discover the power of the financial planning process. I am especially passionate about helping women, in particular, become financially literate, independent and secure. And I truly believe that if you have control of your money, you’ll have control of your life. Being in control of our lives makes us happier in our relationships and more fulfilled in whatever we choose to do.
I have over 30 years of experience in the financial services industry, where I worked in New York, London and San Francisco as a financial advisor for major investment banks including Morgan Stanley, Merrill Lynch, BNP Paribas and Credit Suisse. Prior to founding InAlliance Financial Planning in 2014, I was the Marketing Manager for Santa Barbara Bank & Trust's Wealth Management and Trust division. I hold a BS from Boston University, and a Certificate in Financial Planning from the College of Financial Planning in Denver.
As a Certified Financial Planner (CFP®) and Registered Investment Advisor (RIA), I am considered a fiduciary and therefore, must always act in the best interests of my clients.