I bring a kind, caring, and approachable style, paired with a deep understanding of financial and retirement planning, to every relationship I serve. My goal is to help you feel heard, supported, and confident as we navigate your financial journey together.

I offer expert, dedicated planning with a clear and purposeful path forward—so you’re not just making decisions but making them with intention and peace of mind. I am among a very small group of professionals to earn a dual Ph.D. in Financial Planning and Retirement Planning from The American College (2019). This advanced education reflects my commitment to excellence and lifelong learning in service of my clients. In addition, I hold several highly respected industry designations, including

Certified Financial Planner™ (CFP®)
Certified Exit Planning Advisor® (CEPA)
Certified Kingdom Advisor ® (CKA)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Chartered Advisor in Philanthropy® (CAP®)
Certified in Long‑Term Care® (CLTC®)
Wealth Management Certified Professional® (WMCP®)

These credentials represent both technical expertise and a dedication to providing thoughtful, comprehensive guidance tailored to your unique goals and values.