Get to Know the Abaris Team

I want to help my clients live their best lives. To figure out what lights them up, how they will feel most fulfilled, and leave a legacy they are proud of. Matching resources to dreams is my specialty.”

After graduating from Dartmouth College with a degree in Economics, I initially thought I wanted to be an accountant. It made perfect sense—I was great at math and enjoyed the puzzle of debits and credits. But one day, as I sat alone working on a spreadsheet, I realized that while I loved numbers, I was a people person. I wanted to change lives, not just companies.
At the time, I was fortunate to work at a large CPA firm in Cambridge, Massachusetts, which had a financial planning department. That’s where I began my journey in financial planning. From there, I moved to an international law firm in Boston, where I worked from 1997 until 2001.

I loved helping people gain financial confidence, knowing everything was on track—whether it was managing their money, sending their kids to school, or planning for retirement. During this time, I also pursued my education, earning an MBA from Boston University and a Master of Science in Finance from Boston College. Additionally, I became a CERTIFIED FINANCIAL PLANNER™ professional. In 2001, I followed my dream of becoming an entrepreneur, and Abaris Financial Group was born.

My passion for personal growth began in 2012 when I impulsively decided to attend Jon Kabat-Zinn’s mindfulness program at UMass. This life-changing introduction to mindfulness, combined with the work I did with an exceptional coach and life planner, opened a new path for me and for my work at Abaris Financial Group.

I started achieving goals I hadn’t had the courage to pursue before, and just as importantly, I let go of things that no longer aligned with my values. When you view life through the lens of fulfillment, you find clarity, freedom, and abundance. I realized that my purpose is to inspire growth in others, and I wanted to incorporate that into my work at Abaris.

I pursued training through the Coaches Training Institute, The Gottman Institute, The Kinder Institute, and The Financial Transitionist Institute®. I became a Master Registered Life Planner (RLP®). I pour all of this experience and passion into my work with clients through life planning and coaching. My goal is to inspire, motivate, and empower my clients to live their uniquely fulfilling lives. I invite you to join me on this journey.

Helping clients establish and meet their goals is by far the most rewarding
aspect of my work as a CFP® at Abaris Financial Group.

After graduating from the University of Florida and working in a fast-paced
trading floor job, I took time off to stay home with my two young daughters.
However, I found myself wanting to return to the world of finance. Over
coffee with a friend, a full-time doctor and mother, I realized how
uncomfortable she was with her family’s finances. Together, we worked
through her fears, created a budget, and developed long-term strategies.
This was a lightbulb moment for me—I realized this is what I was passionate
about. I wanted to use my personal experiences, education, and skills to help
others.

As fate would have it, I met Abbey Henderson and learned about the unique
approach Abaris Financial Group takes to help clients with both financial and
life goals. I happily joined the team in 2017, with Abbey as my guide and
mentor, and began pursuing my CFP designation through Boston University
while working at Abaris. Here, I found my true career passion, working with
wonderful clients and colleagues. My goal is to help empower Abaris clients
to create their their financial life plans, and I am grateful to be part of that
journey!

I came to the world of financial planning and wealth management in a very
circuitous route.

Early on, as a competitive high school golfer, I aspired to play golf in college
and then continue on in the golf industry after graduation. After a
challenging senior year on the golf course, I changed direction and rekindled
my passion for baseball, which I had not played competitively in many years.
After taking a year off, I ventured to Rollins College in Florida and then to
Fairfield University in Connecticut to play baseball while studying business
administration. Sitting in the library one day during my senior year of
college, I began to reflect back on my experiences as a high school athlete
and everything that I had gone through during the athletic recruiting
process. I started writing about my experiences, which eventually turned into
a book called The Making of a Student-Athlete, which has been featured in
such publications as the New York Times and Boston Globe.

After graduation, I worked in the website development field for several years,
building and maintaining websites for individuals and small businesses. This
position allowed me to develop the technology skills I have continued
leveraging in every position since then.

Needing a change and wanting to share my experiences further, I then went
off on my own and launched a website to accompany my book, which helps
parents and high school athletes navigate the challenging college selection
and athletic recruiting process. I love helping kids and parents, and this is a
project that I continue today.

I arrived at Abaris in 2011, when I was looking for new challenges and new
ways to utilize my varied skill set. I joined the firm as an operations manager.
I was excited by the opportunity to assist a great team of financial planners
in a support role that would utilize both my writing and technology
backgrounds. What I like most about Abaris is that the goal is not simply to
manage money but to connect with clients on a personal level and assist
them with identifying and achieving whatever goals they may have in life.
Each day we work to make those goals a reality.

My passions include spending time with my dogs, boating, fishing, and
golfing.