Financial planning is most meaningful when it helps simplify the complex and brings a sense of clarity to life’s big decisions. I find fulfillment in helping clients feel more confident and in control so they can focus on what truly matters to them.
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Financial planning is most meaningful when it helps simplify the complex and brings a sense of clarity to life’s big decisions. I find fulfillment in helping clients feel more confident and in control so they can focus on what truly matters to them.
With over a decade of experience in the wealth management industry, I’ve worked with a range of registered investment advisors, including United Capital, Cerity Partners, and Gresham Partners. With an approach grounded in trust, empathy, and transparency, my goal is to provide thoughtful, reliable guidance that turns complexity into clarity and supports each client’s unique financial path.
As I continue to grow within The Planning Center, my sights are set on becoming a lead Financial Planner—deepening my impact and continuing to make a measurable, positive difference in the lives of those I serve.
Certifications & Education:
Bachelor of the Arts in Economics (University of Illinois at Urbana-Champaign, 2012)
CERTIFIED FINANCIAL PLANNER® (CFP® Board, 2022)
In my spare time:
I enjoy reading, outdoor concerts, travelling, and spending time with my friends and family. I’m also an animal lover and a proud dog mom.
Favorite destination:
Rome, Italy—but Cinque Terre is a close second. I look forward to expanding my travel horizons in the years ahead.
People I look up to:
My sister and brother, for always supporting me and being my role models.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
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7055 N Maple Ave
Suite 108
Fresno, CA 93720
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1615 Fifth Avenue
Moline, Illinois 61265
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Suite 311
Chicago, IL 60654
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Suite B
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