
Every financial journey is unique
As a financial advisor, I understand that no two clients share the same goals, timelines, or life circumstances. Whether you're planning for retirement, building generational wealth, managing sudden life changes, or simply seeking more clarity around your finances, I take the time to understand your full picture. My process is highly personalized, designed to meet you where you are and help chart a path that reflects your values, priorities, and ambitions. Whatever your goals, I’m here to provide guidance that’s tailored, transparent, and built around you.
About me
I graduated from Miami University’s Farmer School of Business in 2024 with a B.A. in Finance, where I developed a strong foundation in investment analysis, financial planning, risk management, and behavioral finance. Throughout my time at Miami, I focused on building community and applying classroom concepts to real-world scenarios — sharpening the analytical and interpersonal skills that are critical in the financial advising profession. During both the summer and school year, I immersed myself in the industry through internships, including a year-round role with Thrivent and a position at a private financial practice. These experiences gave me a hands-on understanding of client service, planning strategies, and the importance of aligning financial decisions with individual goals and values.
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Location
Golden Valley Office
- Phone:
- 612-214-2675