My approach to financial planning is grounded in service, education, and open communication. I see money as a tool that helps you create a life with meaning, security, and opportunity. My hope is that you feel supported, heard, and empowered to make decisions that reflect your values. As partners, we’ll build a personalized strategy together to help you…

• save for retirement,
• invest with intention,
• protect your income and loved ones,
• create reliable retirement income,
• support the causes that matter to you,
• plan for education,
• leave a lasting legacy,
• and explore tax‑smart opportunities that align with your goals.

I want to help you build a financial path that feels intentional and secure so you can look to the future with confidence and peace.

My husband, Joel, and I have called the Tri-Cities, WA home for more than a decade. After leaving the Marine Corps, this is where we planted our roots and built our life together. Joel went on to study Viticulture and Enology at Washington State University–Tri-Cities, and he’s been connected to the wine industry ever since.

We’re raising two awesome kids who attend a school part of the Kennewick School District, where you’ll often find us volunteering or cheering at school events (Marimba and Orchestra to be exact). When we’re not there, we’re usually outside paddleboarding, skiing, hiking, camping, or just finding any excuse to get fresh air. We also love exploring new places, like a quick weekend road trip or an adventure around the world.

At the heart of everything I do, professionally and personally, is a desire to serve, build relationships, and walk alongside others as they pursue lives filled with purpose, generosity, and joy.