Phone:
As a Financial Planning Analyst, I work closely with our planning team to support clients while continuing to develop my own skills and knowledge in preparation for growing into a planner role. I am committed to adding value at every step and believe that education is one of the most powerful tools we can offer the people we serve.
My path to financial planning was shaped by a genuine desire to help people make sense of something that can feel overwhelming. Throughout my education, I discovered a passion for breaking down complex financial topics in ways that are accessible and actionable. I believe that one of the greatest gaps between those who build wealth and those who don’t often comes down to access to knowledge. Being in a position to help close that gap and to help someone reach a goal they weren’t sure was possible is what drives me to show up every day.
When I’m not at work, you’ll likely find me outdoors. I love hunting, fishing, and searching for shed antlers. Back inside, I stay busy with basketball, soccer, board games, chess, and guitar — though I’ll be the first to admit I approach most of these more with enthusiasm than expertise. At the center of it all is my family, who I cherish every chance to spend time with.
In my spare time:
Whether it’s out in the field looking for shed antlers, picking up a chess match, or working through a few chords on the guitar, I’m happiest when I’m active and engaged — even when the results are a work in progress.
Most effective saving tip:
Discipline and systems beat motivation every time. Commit to saving and investing, and stick with it. Small, consistent efforts will always outperform sporadic bursts of action.
The person I look up to:
My parents and in-laws are incredible people who have shown me how to live and serve those around me. I’ve also been fortunate to have many excellent mentors throughout my life who have shaped who I am both personally and professionally.
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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7112 North Fresno St.
Suite 315
Fresno, CA 93720
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1615 Fifth Avenue
Moline, Illinois 61265
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136 S Dubuque St,
Iowa City, IA 52240
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303 West Erie Street
Suite 311
Chicago, IL 60654
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Suite B
New Orleans, LA 70115
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St. Louis Park, MN 55416
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