With over seven years in the financial services industry, I help individuals and families take control of their financial futures through personalized, comprehensive planning. My areas of experience include risk management, investment and retirement planning, education funding, cash flow mapping, debt paydown strategies, and estate planning strategies.
I hold investment licenses including the SIE, Series 6, Series 63, and Life, Accident & Health Insurance, equipping me to provide a wide range of guidance tailored to each client’s needs. My approach is rooted in education and empathy, aiming to simplify complex financial topics so clients feel confident in every decision.
My journey into financial services began in 2016, after the sudden loss of my older brother. That experience, along with being raised in a family deeply committed to planning, showed me just how critical it is to have a plan for the unexpected. It’s why I do what I do—and why I care so deeply about helping others prepare, protect, and prosper.
Outside of work, I enjoy life on the water boating and fishing with my husband and our two kids. I'm also passionate about photography, gardening, and hosting friends in our backyard—because just like planning, life is about creating moments worth remembering.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.