My Story
I'll never forget the night I overheard a conversation that changed everything. My mother was telling my father he might face prison for mishandling company funds. It was a harsh lesson on how financial struggles could tear a family apart, one that deepened when I saw a "For Sale" sign in front of our childhood home. That moment planted a seed: money challenges can fracture families, but smart, intentional financial planning can hold them together.
Driven by this realization, I committed myself to a career helping others create resilient financial foundations. Since 2018, I’ve worked across the financial industry, beginning as a consultant to some of the top firms and advisors in the business. That unique vantage point taught me what exceptional client care truly looks like—and more importantly, what it feels like to the families receiving it. But I realized my true calling wasn’t just to help from behind the scenes; I wanted to bring these insights to life through direct work with families, guiding them myself toward the financial futures they deserve.
Now, as a CERTIFIED FINANCIAL PLANNER™ professional with a Finance degree from Penn State, I specialize in tax optimization, investment management, and retirement planning—equipping families to live confidently, with a financial plan that supports them through life’s transitions.
How I'm Expanding What's Possible with Money
To me, financial planning goes beyond numbers; it's about empowering people to live on their own terms. My mission is to help families rewrite their financial stories, replacing stress and uncertainty with confidence and opportunity.
Outside of Work
My passion for growth spills into every part of my life. When I'm not developing our business, you'll find me staying active, embracing the outdoors, or exploring new adventures with my partner Bri and our dog, Pi (who, yes, lives up to her name with a quirky 3.14 legs!). For me, life is about pushing boundaries, embracing challenges, and finding joy in the unexpected—whether in financial planning or in life itself.