I started in the financial industry right out of college 16 years ago and continued through graduate school. I had experience in personal and business banking, trust administration, and life, disability, and long-term insurance before making the transition to growing a holistic & comprehensive financial planning practice.  

Growing up, I had family members that were business owners and blue-collar workers. They all worked extremely hard & long hours including raising families. Many of these hard-working people that I looked up to, lacked some of the financial planning guidance and motivation so many of my clients need. I have seen the issues that arise when there is no quality estate plan, retirement plan, or succession plan when it comes to achieving their goals for themselves and their families. 

For me, the greatest reward is seeing people make informed decisions that lead them to financial security and the life they want. Helping others connect the dots between their money and their dreams is what makes being a financial planner so fulfilling. It’s about creating a future where they can thrive, and that’s why I’m passionate about what I do.