Financial Planner and Investment Advisor
We Financial Group
I help clients make smart, flexible decisions—like diversifying concentrated stock positions, or borrowing strategically against investments.
Originally from the French-speaking region of Switzerland, I started my career at Nestlé before moving to the U.S. in 2013. Managing finances across two systems taught me how complex money can be when life spans borders. After a decade in HR and Talent Acquisition, I turned my curiosity about personal finance into a full-time career. I became a Financial Coach, earned my Series 65 license, and joined We Financial as a Financial Planner and Investment Advisor in 2024. I help clients make smart, flexible decisions—like diversifying concentrated stock positions, borrowing strategically against investments, or using exchange funds to manage risk. My focus is clear: give people confidence and control over their financial future.
Experience
1 year
Firm Size
small
Firm
We Financial Group
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Profile last updated: 01/29/2026
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