CERTIFIED FINANCIAL PLANNER™ (CFP®), and IRS Enrolled Agent (EA)
I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective, and freedom.
I started this firm so that I could provide comprehensive financial planning and portfolio management services in a seamlessly-integrated manner alongside my tax preparation and consulting services. Toward that end, I specialize in helping clients who have complex tax situations – including those involving cross-border planning and complex estate planning needs, for example.
Curriculum Vitae (selected)
I worked for PricewaterhouseCoopers for over nine years in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe.
Most recently, I worked for an RIA for almost two years as Tax and Financial Planning Manager, providing integrated planning, investment and tax services.
I am currently enrolled in the MS in Taxation program at Northeastern University, on the financial planning track.
I earned my BA in Political Science, with a minor in German Literature, from Barnard College (Columbia University) in New York City, graduating magna cum laude.
Financial Planning Association (FPA), including the International and Cross-Border Planning Knowledge Circle
National Association of Personal Financial Advisors (NAPFA)
National Association of Enrolled Agents (NAEA)
XY Planning Network (XYPN)
When I am not working, I practice meditation and yoga, enjoy swimming, skiing, hiking and running, and love to spend time with my “almost-11-year-old” son, Henry, and our two cats, Bernie and Calvin.