Vida joined our MainStreet Financial Planning team in 2022.
I truly believe that financial health is just as important as physical health. As a child, I dreamed of becoming a nurse (even earning a scholarship for it in high school), but I quickly realized that the sight of blood wasn’t for me. So, I shifted gears and immersed myself in the world of investing after watching my parents struggle with managing their money.
These days, I like to think of myself as your “money nurse,” guiding you through the complexities of financial health and helping you make informed, strategic decisions to achieve your goals—whether it’s saving for college, preparing for retirement, or simply feeling more secure about your finances now and in the future.
As a CERTIFIED FINANCIAL PLANNER™ professional with a Master’s in Investments and over 15 years of experience across Financial Planning, Wealth Advisory, Pension Consulting, and Portfolio Management, I’ve honed the skills to navigate the world of money. But the ups and downs of my personal journey—buying a home, funding my kids’ education, achieving debt freedom—has given me a deep understanding of the challenges families face when it comes to managing their money. This experience is what drives my passion for helping others, and I love creating personalized strategies to help my clients build a strong financial foundation for the future.
Outside of work, I’m committed to giving back. I volunteer as a pro bono financial planner, offering advice to those who need it most, and I serve as an ambassador for several nonprofit organizations that focus on education, health, and financial empowerment.
When I’m not working or volunteering, I love spending time outdoors with my husband and two sons. Whether snowshoeing, skiing, paddleboarding, cycling, or hiking, we’re always exploring new places. I’m also an avid cook with a dream of someday launching a food truck as a side hustle.
