Financial planning is not about numbers alone. The numbers in a financial plan are one part of a broader strategy designed to support your life, your priorities, and your future. True planning begins with understanding what matters most to you and building a path that aligns every decision with those values. My role is to bring clarity to complexity and help you move forward with confidence and purpose.

At heart, I am a coach. My path to becoming a Financial Advisor began at Stanford’s Lucile Packard Children’s Hospital, where I worked alongside families navigating some of life’s most difficult moments. That experience shaped how I serve clients today. It taught me to listen deeply, adapt when life changes, and provide steady guidance through both uncertainty and opportunity.

Today, through my work and as a parent, I understand that financial decisions are rarely just financial. They are layered, personal, and often tied to the people you care about most. I help you navigate those decisions with intention, building a strategy designed for long term growth, stability, and flexibility as life evolves.

What matters most to me is seeing clients achieve what once felt out of reach. Whether that means supporting family, retiring with confidence, or creating a meaningful legacy, I am committed to helping you get there with a plan you understand and trust.

If giving back is important to you, I can help you incorporate Thrivent charitable strategies into your plan in a way that is seamless and aligned with your values. Together, we will design a strategy that not only supports your financial future, but also creates a lasting impact for the people and causes that matter most to you.