From a young age, my family instilled in me the value of “Service Above Self”. Witnessing the positive impact of service on my communities, and its connection to financial wellness, informs the north star that guides how I work with clients today.
Earlier in my career, I worked in data analytics. Great training, but far removed from the people behind the numbers. Over time, I realized I wanted my work to be more personal, more purpose-driven, and more directly tied to helping people through life’s transitions. That shift led me to financial services, where I now provide holistic guidance across financial planning, retirement planning and workplace retirement plans serving as a real, present advisor rather than a call center or generic platform. I have earned the Certified Exit Planning Advisor® designation in order to serve business owners on a deeper level.
My approach is education-first and relationship driven. I believe financial wellness and freedom is improved when complexity is reduced, trust is built, and people feel supported in making informed decisions at every stage of life.
At Edward Jones, we’re focused on you – recognizing each individual’s unique story. For over a century, the firm has helped clients understand the world of investments in relatable terms and accommodated the long-term financial goals of individuals and businesses.
