I love helping people uncover what's most important to them, both personally and financially. I find a deep satisfaction in helping our clients develop a strong financial plan that they feel is achievable. My primary goal is to assist my team with creating and implementing a plan for each of our clients to make their goals a reality, and it's hard for me to imagine a more rewarding career.
Diligence | Courage | Resilience
Enlightenment Now: The Case for Reason, Science, Humanism, and Progress by Steven Pinker.
“Be yourself. Everyone else is already taken.”
At a New York Yankees game. As a lifelong Yankees fan, I travel to and attend games every chance I get.
Before joining the financial industry, I worked for several years managing a domestic violence safehouse for a local non-profit organization. This experience highlighted the need for everyone, but particularly women, to take an active role in their financial situation. I entered the financial services field in 2015 and haven’t looked back. I obtained a Master of Business Administration in Accounting and Finance degree in 2019, and plan to further my education later this year by completing the Series 7 and 66 license exams.
Outside of the office, I deeply enjoy spending time on my small farm. I am the proud owner of a miniature horse, Twist, and a miniature Jersey cow, Moolan.
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