About Us
Our Team Approach
Park Place Financial Advisors brings a breadth of expertise to deliver solutions for all aspects of your financial life. We provide you with a coordinated team to help you face the important financial decisions you encounter at every stage of your life.
Financial Advisor
I’m a curious person, curious about you and your life, about what your dreams are, and about how I can help you get there. I’ve channeled my interest in people into a career. There’s nothing that gives me more pleasure than sharing my years of experience by working with you to help you feel confident about your financial future.
It can feel like a daunting decision to reach out and ask for help with your financial questions. Together, we can create a financial plan that will help you feel empowered and guide you toward confident financial decisions. There’s no single road map; we all start where we are and go from there, and I’m here to help you navigate.
I was born and raised in southern Vermont. After leaving Vermont for college and “big city life,” I decided to return and raise my family in Newfane. I’ve been a CERTIFIED FINANCIAL PLANNER™ professional for 18 years and have enjoyed working with various nonprofit organizations in our area over that time.
Director of Wealth Management
Over the past 20 years, I’ve recognized people do not necessarily have financial goals as much as they have life goals that come with financial implications. As a financial advisor, the good stuff for me working with clients is to unpack the financial aspects of their goals. To do that “unpacking,” I work closely with clients to really understand goals, assess cash flows, resources, identify risk, and ensure that they’re making sustainable progress. Life is a constantly evolving journey, and so it is with goals. I feel fortunate to be in a profession that allows me to support others in their journey.
When not working with clients, my journey includes spending as much time outside hiking and backcountry skiing the many beautiful mountains in New England. I feel fortunate to call Vermont home and feel anchored in its community. At the same time, I enjoy traveling and exploring other cultures.
I am a proud member of the Deerfield Valley Rotary Club (DVRC), a lifetime member of Green Mountain Club (GMC), Catamount Trail Association (CTA) member, and a shareholder of the Mad River Glen Ski Cooperative.
Client Service Manager
I have always worked in the administrative field and like my job best when I can solve problems for clients that seem impossible to them. Setting their mind at ease and being available to help them is so satisfying.
I live in Dummerston with my husband and our Labs, Max and Maddie. We raised our family in the Dummerston area and just recently welcomed our fourth grandchild. I enjoy crafts of any kind but am particularly fond of quilting.
Most summer weekends you will find us at our cabin in the woods of northern Vermont. We enjoy spending time there with our family and friends, making memories, and being together.
Client Service Associate
I’ve worked in the Deerfield Valley for the last 20+ years in various roles in marketing, media, and customer relationship management. I take the idea of customer service seriously and strive to be helpful and competent in all dealings with clients.
My wife and I live in East Dover with our loyal mutt, Chewbarka. When we’re not visiting our children and grandpuppies, we’re likely hiking in the woods or exploring some random place we’ve never been to.
I am an active board member for the Old School Community Center in Wilmington and DVFiber, a 24-town collaboration building a fiber internet network with service to all unserved addresses in our member towns.
Advisor Emeritus
After more than 40 years working with clients as a CFP® or a CPA, I am taking my own advice about retirement and entering the next chapter of my life. I have always considered my clients to be my friends, so leaving them is difficult, but I am excited to be able to spend more time with my extended family. I have too many hobbies to list, but you can bet I will spend a lot of time outdoors and with my dog. I also plan to go back to college for a master's degree … just for fun. It’s wonderful to leave a business in such capable hands!!
