People are my biggest inspiration—I’m passionate about helping others pursue their goals and simplifying the complexities of financial planning and investment management. For the past eight years, I’ve worked as a Wealth Advisor, focusing on personalized, tax-focused strategies tailored to each client’s unique circumstances. As a CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary®, I specialize in working with multigenerational families, business owners, professionals, and employer-sponsored retirement plans.
My ability to clearly explain financial concepts and market dynamics is a key part of how I serve clients—particularly those who have felt overwhelmed or underserved by traditional financial advice. I strive to be proactive, reliable, and organized, helping clients uncover opportunities they may not have considered and ensuring they feel informed and confident every step of the way.
Originally from Des Moines, Iowa, I grew up with a strong appreciation for financial planning, inspired by my father who also works in the industry. While I began my career in education, my path naturally led me to advising, where I’ve found deep fulfillment in building long-term relationships and guiding clients through life’s financial decisions.
I live in Venice, Florida, with my husband, Travis—a business owner—and our son, Soren. As a family, we enjoy spending time outdoors, exploring the local beaches, and traveling whenever we can.