I’ve always valued making informed decisions. No matter where you are in life, your finances play a large role in your journey. Being in a position to be a resource for individuals, families, & business owners is my passion! Whether you’re young with small children or already in retirement, there's much to consider when organizing your finances. I’d love to set aside some time to address any goals or concerns you may have!
After working in corporate accounting/finance for 9 years, I realized my growing love for working with people one on one. As we all know, the state of our finances affects our lives in more ways than one. Financial clarity has made such a monumental difference in my own life that I celebrate the opportunity to work with others in their journeys as well.
Education & Accomplishments
- FINRA Series 7, 6, 63, & 65
- 9 years in Accounting/AP/AR