As a Wealth Advisor and Portfolio Manager, I work closely with individuals, families, and business owners to help them achieve their financial goals through tailored strategies and long-term planning. I believe that strong, trusted relationships are the foundation of successful financial guidance. By truly understanding each client’s unique situation, I’m able to deliver personalized solutions that support their goals today and into the future.
I’m deeply passionate about building lasting connections and providing clarity and confidence through every stage of my clients’ financial journeys.
Outside of the office, my greatest joy comes from spending quality time with my two amazing children, Kashton and Hadley. I love staying active with Pilates, exploring new places through travel, and creating cherished memories with family and friends.