My career in the financial services industry began over a decade ago, where I started by supporting a small financial planning firm and quickly discovered my passion for financial planning and client service. Through working with other financial planning firms, I built a strong foundation and continued to expand my knowledge so I could better support clients.
Financial planning is most meaningful when it aligns with what matters to you. I spend time with clients to learn what they value, what dreams they hope to achieve, and what success means to them. Whether someone is just starting their career, growing a family, or planning for retirement, my goal is always the same: to help clients feel confident, informed, and ready to make the decisions in front of them.
The importance of financial planning became especially personal to me when my father experienced a medical event later in life that required a major change in his professional career. While my parents had been diligent savers, it was the guidance of a financial professional that helped them navigate that transition without derailing their long-term goals. That experience continues to shape how I work with clients today.
Outside of work, I enjoy time with my husband and our children. My daughter, Kaelynn, has discovered a love for gymnastics, and my son, Nolan, currently enjoys spending time on the baseball field—though his interests, like most kids’, continue to evolve. Family life keeps us grounded and reminds me how priorities and goals naturally change over time. We also enjoy serving together in our local church’s children’s ministry.