News and Commentary

I’m honored to share that I’ve been named to the 2026 Forbes Best-in-State Women Wealth Advisors list for the second consecutive year. This recognition reflects the care, dedication, and commitment to excellence that Kate and I bring to our work every day. I’m truly grateful for her partnership and for the thoughtful, personalized care our team provides to our clients. Most importantly, thank you to our clients for the trust and confidence you place in us. Serving you and supporting your financial goals is a responsibility we value deeply, and it’s a privilege to be part of your journey. For more information on the scope of consideration for referenced industry awards or accolades, please visit: https://lnkd.in/eZ5anWDQ Full ranking: https://lnkd.in/dYjNjFDa

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.