I lived and worked in the SF Bay Area for over 30 years! It was an amazing and transformative time. I worked at UBS in SF for 16 years and left in 2019 to start my own financial planning practice: Credo Wealth Management, LLC. I am lucky that I no longer have a commute to work as I work from home.

In 2023 we sold our house in Alameda, CA and drove across the US visiting family and friends along the way. We landed in Newtown, PA in Bucks County (close to New Hope) to be closer to my parents who live at the Jersey Shore. 

I’ve been married to David for 20 years and am Mom to Leo (16) and Ava (14) – so I will not be retiring anytime soon! The kids are settling into new schools and we are having fun reconnecting with old friends and exploring the East Coast.