I have always loved numbers and solving problems, but early in my career I realized that what truly motivates me is helping people feel more confident and supported in their financial lives. After beginning my career in public and private accounting as a CPA, I discovered that financial planning allowed me to combine technical expertise with compassion, education, and service to others. That realization shaped my professional purpose.
I believe financial planning is about more than numbers—it’s about listening, understanding what matters most to each client, and helping them navigate decisions with clarity and confidence. I find great fulfillment in educating clients, simplifying complex topics, and walking alongside them as they work toward their personal and financial goals. Serving others and making a meaningful difference in their lives is what brings me the greatest joy in my work.
I graduated from the Indiana University School of Business with a degree in accounting. I currently hold the Series 7 and Series 66 registrations through LPL Financial, as well as Indiana life and health insurance licenses. As a CERTIFIED FINANCIAL PLANNER® professional, I have completed extensive education and adhere to a professional Code of Ethics, including a commitment to placing clients’ interests first. My approach is thoughtful, collaborative, and focused on providing comprehensive financial planning tailored to each client’s unique situation.
I am happily married over 10 years and we have three daughters. I cherish time with my family, enjoy health and wellness, being outdoors, traveling, and trying new restaurants.
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