My Story

Like climbing the world’s highest mountain, pursuing and achieving financial independence in every chapter of your life can be a lofty quest. Having an experienced, empathetic and encouraging advisor by your side can help ease the journey so you not only reach the summit, but also return safely to take on your next challenge with confidence.

Having climbed Mount Everest in 2008, I know that you can’t see the top until you’re 20 feet away from it. At that height, you’re weary and you’ve lost all sense of direction. It’s only the guidance of your Sherpa that helps assure you your goal is in reach.

We all have financial Everests, summits we strive to conquer that are defined by our needs, wants, wishes and goals. Some Everests are expected, like purchasing a home or preparing for retirement. Others are unforeseen, such as dealing with divorce or loss of a love one. Whatever your financial Everest, I am your Sherpa. I am here to listen, anticipate your needs and help you navigate toward your future and take ownership of your financial life.

With a powerful combination of institutional-level financial experience, compassion and emotional intelligence, I help you bridge the gap between where you are and where you want to be. I look at the big picture of your financial life and connect the dots, helping you prioritize your goals and put a plan in place to achieve them.

I look forward to learning more about you and helping you reach all your financial summits.
Services Include
  • Divorce Financial Analysis1
  • Wealth Management2
  • Retirement Planning3
  • Financial Planning4
Securities Agent: CA, CT, FL, IL, MA, NC, NY, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1484504
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

My Clients

Life is full of changes, and each new set of circumstances comes with different financial needs, concerns and goals. Every transition also represents an opportunity to take—or take back—ownership of your financial life.

My clients are diverse in age, profession and stage of life, and my background and experience enable me to connect with each of them in a meaningful way:






As a woman in divorce, I understand the process and have lived the emotional roller coaster, so I bring empathy to women who are dealing with this difficult transition. I am also a Certified Divorce Financial Analyst® who can offer practical tips and help you make sense of your new financial reality.






I am also a French expatriate, and when I came to the U.S. in 2004, I hardly spoke a word of English. If you have moved to the U.S. from France, I speak your language and know how you think and where you came from. I can help you develop a wealth strategy that aligns with your culture and values and enables you to make sound decisions that help you build a successful financial life in the U.S.






I am tech savvy and have a youthful, optimistic perspective and educational approach that helps me connect with younger clients who are just starting to make their mark on the world. As a French expatriate, I also bring a global, inclusive worldview that bridges generations, countries and cultures.

    Experience

    With more than 16 years of professional financial services experience and a lifetime of striving for—and achieving—excellence, I am dedicated to helping people organize their financial lives and achieve their financial summits. I bring a global perspective and a holistic approach to wealth management, and always prioritize my clients’ best interests.

    My background is diverse and expansive, and I leverage the full breadth of my experience to help benefit my clients as they pursue the future they envision. Before joining Morgan Stanley, I was not only a portfolio manager and vice president at Crédit Agricole CIB, but also a professional mountain climber. In addition to summiting Mount Everest, I was one of the first to climb five of the world’s highest peaks in five months. I also wrote a series of award-winning series of baby books after giving birth to my daughter. When I set a goal, I am determined to achieve it, and I bring that same focus, discipline and determination to succeed to helping clients achieve their goals.

    I earned my Mastere’s degree in Information Systems Engineering and Management from La Sorbonne Business School and studied for my Master’s degree in Risk and Audit from Business School of Marne La Vallee. I also hold a Certified Divorce Financial Analyst® designation and a certificate in executive leadership from Cornell University.

    Born and raised in France, I moved to the U.S. in 2004. I currently reside in Essex, Connecticut, with my four-year-old daughter. A lifelong athlete who has competed at the championship level in five different disciplines—tennis, fencing, rugby, judo and climbing—I have given numerous talks on sport as a universal language, including one at the United Nations panel. In 2008, I summited Mount Everest to raise awareness for Action Against Hunger. The next challenge I have set for myself is running a marathon on all seven continents. In my leisure time, I enjoy spending time with my daughter and am writing my autobiography.

      Education

      • I earned my Mastere's degree in Information Systems Engineering and Management from La Sorbonne Business School and studied for my Master's degree in Risk and Audit from Business School of Marne La Vallee. I also hold a Certified Divorce Financial Analyst

      Awards

      • US Goodwill Ambassador for Nepal Tourism 2011, New York, USA.
      • Gold Medal and Exceptional Life Achievement Trophy in 2008, Saint Quentin en Yvelines, France.
      • Gatorade Movement Athlete 2008 for Action Against Hunger (ACF), New York, USA.
      • Top 50 most influential French people in the USA in 2011, by France Amerique magazine.
      • Executive Adviser and FPCD International Board Advisor 2010-2012, New York, USA.
      • Author recipient of the prestigious national and international awards for its innovative and educational properties: GOLD Mom's Choice Award, GOLD Purple Dragonfly Awards, Silver winner of National Parenting Publication Award (NAPPA) awards and Creative C

      Location

      64 South Main Street
      Essex, CT 06426
      US
      Direct:
      (860) 447-4848(860) 447-4848
      Fax:
      (860) 447-4850(860) 447-4850
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      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Investing

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      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
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      • Business Planning
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      • Qualified Retirement Plans
      • Corporate Pension Funds
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      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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