Clarity for today. Confidence for tomorrow. Peace of mind along the way.

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Hi, I’m Jessica.

I’m a CERTIFIED FINANCIAL PLANNER®, former CPA, and mom of three—so I know what it’s like to be the go-to person for everyone in your life.


As a fellow member of the sandwich generation, I help busy professionals take control of their finances—so they can care for their kids, support aging parents, and still prioritize their own goals.

My personal journey of balancing family, career, and our financial future fuels my mission to empower others to create clarity, confidence, and peace of mind around money.

Get Your Path Started Today

Sound View Financial Advisors

  • Fee-Only Fiduciary

  • Customized Long-Term Portfolios

  • In-Depth Financial Planning

For more than 10 years, we've been helping our clients feel empowered and more in control of their personal finances.

For more information click here

Feeling pulled in every direction?
You’re not alone. You don’t have to figure it all out by yourself.

A woman is sitting on a couch with two young children, looking happy and laughing. One girl with braids and a boy are sitting on the couch with a laptop in front of them, indoors with sunlight coming through large windows.

Juggling kids, parents, and your own future?

A man and woman are stressed at a table with paperwork, bills, and glasses. The woman is looking at the papers, and the man is holding his head with both hands.

Unsure if you’re saving enough, or for the right things?

Family having a serious discussion at the dining table, with a woman talking and children listening.

Struggling to make confident financial decisions?

A woman with short hair holding her head with both hands, appearing stressed or worried, in a bright room with a plant and bookshelf in the background.

Carrying the mental load for your whole household?

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Wondering when it’s time to put your goals first?

If you have ever felt any of these things,

it’s time to get the clarity you deserve.

Schedule Your Session Today

Peace of mind starts here.

Empowered financial planning for real women with real lives.

Schedule an introductory call with me to discuss your financial future.

Schedule A Call
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Top 5 Money Mistakes Families Make

and more importantly how to avoid them

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