You’ve worked hard for what you’ve built — and it makes sense to want guidance that protects it through every season.
If you think a financial advisor is someone to call when life gets complicated — you’re not alone. I once felt the same. But over time, I’ve learned the best decisions happen long before the pressure hits. When you have a trusted partner guiding you during the easy seasons, you’ll find yourself more prepared, more confident, and ready for when life inevitably changes.
This understanding comes from my experience. Years ago, I found myself suddenly a single mom, making major financial choices during an emotionally heavy chapter. I felt firsthand how difficult those decisions become when you’re already overwhelmed. That moment changed the way I view financial planning — and it’s why I’m so passionate about helping others build a foundation before they need it.
Today, as a Private Wealth Manager at Fross & Fross Wealth Management, I help individuals and families create long-term financial plans that support every chapter of life — the calm ones, the transitional ones, and the unexpected ones. While I enjoy working with clients of all backgrounds, I have a deep commitment to serving women, widows, and anyone navigating life changes, offering practical guidance and real-life understanding.
I founded Tea Time with Renee, a women’s financial empowerment group that educates, connects, and supports women before they face high-stress decisions. My passion for client education earned recognition at LPL Financial’s Achieve Women’s Conference, where I received the Excellence in Investor Education and Engagement Award.
At Fross & Fross, I serve on our Board of Directors, Investment Committee, and chair our Marketing Committee, where I am honored to play a part in continuing the firm’s client focused mission and culture. I specialize in retirement readiness, retirement income planning, Social Security strategy, tax planning, portfolio management, and guiding clients through major life and business transitions to help them make confident, informed decisions about their financial future.
Outside the office, my husband and kids are my greatest joy, and supporting charities, rescue animals, pickleball, golf, live music, and days on the water keep me grounded and grateful. The same energy I bring to my life, I bring to my clients: honesty, practical knowledge, and genuine care that goes beyond the numbers
Financial planning isn’t just a response to life’s challenges — it’s a tool for confidence long before you ever need it.