With nearly two decades in the financial services industry, Mia blends deep expertise with a personal, down-to-earth approach. She helps clients make financial decisions that reflect their values and goals, always starting with a solid financial plan that guides the investment strategy. Alongside client work, Mia is passionate about supporting the next generation of professionals and regularly mentors new advisors entering the industry.

She believes the most impactful planning happens in the details, particularly around tax and estate strategies. Mia helps clients use their money in intentional, fulfilling ways by aligning financial decisions with what truly matters to them. Her insights have been featured in numerous publications and on BNN TV segments.

Outside of the office, Mia focuses on balance—spending quality time with family and friends, hitting the trails for a hike, and stepping up to the plate in her softball league. When she’s not recharging, she’s giving back, volunteering her time to support local communities. Her energy, empathy, and drive carry through in every part of her life, both professionally and personally. 

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