My Philosophy

I believe money shouldn’t feel like a foreign language. Financial planning should make your life feel clearer and give you confidence in the decisions you’re making, not leave you wondering why something was recommended or feeling like decisions are being made for you. As the oldest of three girls, I grew up being the person my sisters came to with questions, which taught me how to listen, explain things clearly, and never make someone feel like they should already know the answer. That’s something I carry with me in how I work with clients today: creating a space where they can ask questions, understand the “why” behind their financial decisions, and feel confident moving forward.

 

Who I Help

I work best with people who want a real relationship with their advisor and feel comfortable asking questions along the way — especially women, younger professionals building wealth, and individuals or families getting closer to retirement who need clarity. I like being involved through the different stages of life, whether someone is just getting serious about their finances, going through a career change, or navigating a major life transition.

 

Why I Became an Advisor

I wanted a career where I could genuinely help people and be someone they could lean on. Money is tied to so many of life’s biggest decisions, and those conversations can be personal and difficult. I like being able to sit with someone in those moments and help them find a little more clarity and confidence about what comes next.

 

Outside of Work

Outside of work, I enjoy coaching travel volleyball and still make time to play when I can. I’m close with my sisters and family, love traveling to new places, and spend my downtime reading or with my cat.

 

Credentials & Experience

• BBA in Finance
• Life and health insurance licensed
• FINRA Series 7 and 66