My Story

I didn't start Aurelia Capital Advisors simply to build another investment firm.

I created Aurelia because I believe financial advice should be personal, empowering, and built around the life you want to live; not just the investments you own.

Throughout my career, I've had the privilege of working with investors at every stage of life. Again and again, I met accomplished women who were successful in their careers yet still questioned whether they were making the "right" financial decisions. They weren't looking for more information; they were looking for clarity, confidence, and someone they could trust.

That realization inspired me to build a boutique advisory firm where relationships come first, advice is always fiduciary, and every financial strategy begins with understanding the person behind the portfolio.

Today, I work with women, families, and business owners navigating life's biggest transitions—from retirement and divorce to career changes, business sales, inheritance, and legacy planning. My role is to simplify complexity, provide thoughtful guidance, and help my clients make financial decisions with confidence.

Because financial planning isn't just about growing wealth.

It's about creating the freedom to live life on your own terms.

“My goal isn't simply to help you grow your wealth. It's to help you feel confident every time you make a financial decision.”