About Me

As we all know, the state of our finances affects our lives in more ways than one. After being exposed to information & taking action on it, I learned that stewardship can have as much of an impact on quality of life as income. 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.

After working in corporate accounting/finance for years, I realized my growing love for working with people one on one; and see it as a calling rather than a job.

I’ve always valued making informed decisions. No matter what season of life you're in, your finances play a large role in your quality of life. 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!

A few of my favorite scriptures:

  • Matthew 6:33 But seek first his kingdom and his righteousness, and all these things will be given to you as well.
  • Proverbs 13:22 A good man leaves an inheritance to his children’s children, But the wealth of the sinner is stored up for the righteous.
  • Jeremiah 29:11 For I know the thoughts that I think toward you, says the Lord, thoughts of peace and not of evil, to give you a future and a hope.
  • Colossians 3:23 Whatever you do, work at it with all your heart, as working for the Lord, not for human masters
  • Philippians 4:12-13 I know what it is to be in need, and I know what it is to have plenty. I have learned the secret of being content in any and every situation, whether well fed or hungry, whether living in plenty or in want. I can do all this through him who gives me strength.
  • Proverbs 3:34 The Lord opposes the proud but gives grace to the humble.

Education & Accomplishments

  • Licenses: FINRA Series 7, 6, 65, & 63, Life & Health
  • Professional designations: BFA™, WMCP®
  • 9 years in Accounting/AP/AR
  • Started my practice as an advisor in 2019