With 16 years of experience guiding clients through life’s financial transitions, I specialize in helping individuals prepare for retirement, navigate job changes, and adjust to life’s unexpected turns with clarity and confidence. Whether you’re redefining your next chapter or seeking stability during uncertain times, I provide an educational, relationship-based approach that empowers you every step of the way.
As a CFP® and ChFC®, I combine deep technical knowledge with a down-to-earth, collaborative style. My clients know me as a calm, steady presence who takes the time to truly listen, explain the “why” behind every recommendation, and build long-lasting partnerships that evolve as life changes.
I believe that financial planning is about people, not just portfolios—and that trust, transparency, and communication are the cornerstones of long-term success.
When I'm not working with clients, you'll likely find me enjoying the outdoors—whether it’s hiking, fishing, or camping with my friends and family. Time spent in the outdoors with loved ones reminds me why planning for the future matters so much in the present.