With over 15 years of experience in financial planning, I am here to collaborate with you to turn your intentions into prosperity. My role as a Certified Financial Planner (CFP)® allows me to leverage both my MBA in Finance and a Bachelor’s degree in Organizational Leadership, bringing a deep wealth of knowledge and practical expertise to every conversation.
From the beginning, my journey in finance has been driven by a passion for helping others, shaped by my faith and love for family. I began my career as a Series 7 licensed advisor, where I had the privilege of directly managing client assets. Today, with my Series 66 license, I focus on providing timely, actionable advice for individuals seeking a trusted second opinion or personal CFO.
At my firm, I work closely with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to reach their full financial potential. I don’t just see myself as an advisor—I’m a creative visionary and meticulous strategist. Together, we’ll focus on what matters most in your financial life, ensuring that your financial future is aligned with your goals and values.
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