I entered the financial industry with one goal: to be a trusted guide for people, speaking to them in a way that’s clear and relatable. My dad once told me he was glad I was getting into this field because, as someone with many questions, he didn’t feel comfortable trusting most people with his financial concerns.

That stuck with me. My mission is to be an open book for my clients—offering honest, non-judgmental guidance so they can make informed financial decisions with confidence.

That people-first perspective is what led me into financial services over 12 years ago. I’ve seen how overwhelming financial decisions can feel, and I’ve made it my mission to simplify the process, build real relationships, and empower clients to make choices that reflect what matters most to them — not just their

money, but their goals, values, and future.