At Thistle Wealth, I work with people in transition—whether they're entering retirement, reevaluating their next chapter, or balancing careers and family life. Many of my clients are women, but not all. What they all share is a desire to align their money with their values and move forward with confidence. In this Q&A, I’m sharing more about my background, why I love this work, and how I define financial success for myself and my clients.

Q: What is the biggest misconception about your job?
That we use the same playbook for everyone. In truth, each client brings a distinct set of goals, challenges, and circumstances. The part I enjoy most is crafting a strategy that’s completely tailored—because no two lives, and no two plans, are the same. As someone who loves solving puzzles, I find deep fulfillment in building something unique with every client.