As a Financial Advisor, I work with high-achieving professionals, business owners, and families whose growing wealth has brought greater responsibility and increasing financial complexity. Many of my clients are navigating business ownership or demanding careers, preparing for retirement, and balancing their own future with the needs of their children or aging parents. At this stage, there is more to coordinate, more at stake, and often less time or desire to manage it all yourself. I provide the steady support and analytical insight to bring all of the moving pieces together so you can feel in control of your financial life.

My mission is simple: to help you use your resources with greater clarity, meaning, and purpose. I want you to understand what your money makes possible and have a thoughtful strategy for putting it to work for you, your family, and the future you envision.

I entered financial services because I wanted to apply my love for numbers and problem-solving to something that directly impacts people’s lives. Money touches your career, your family, your retirement, and the way you care for the people you love. Seeing how a well-crafted plan can move someone from confusion to confidence made me realize that helping individuals, families, and business owners make sense of these complexities was exactly where I wanted to focus my career.

My planning process begins with understanding far more than what is on your balance sheet. I want to know how your financial life came together, what responsibilities you are carrying, what concerns you, and what you want your wealth to accomplish. From there, I organize the full picture, uncover areas that may need attention, and model different paths forward. I am a natural stress-tester, so I want to know how your plan responds when circumstances change and give you the opportunity to see the potential impact before taking action. As life evolves, we revisit the plan, evaluate new opportunities, and make adjustments so your strategy continues to reflect where you are today.

I also understand that money is personal, and even the most thoughtful people can second-guess themselves when the stakes are high. Part of my role is to recognize when fear, uncertainty, or emotion may be influencing a decision and provide the grounded perspective you need to move forward. Over time, I hope to become one of your first calls, not just when you have a financial question, but when something important changes in your life.

I earned my Bachelor of Science in Financial Mathematics from the University of Michigan. I hold the Accredited Investment Fiduciary® (AIF®) designation, focused on fiduciary standards and practices, and the Certified Plan Fiduciary Advisor® (CPFA®) designation, reflecting specialized knowledge of retirement plans and the responsibilities of plan fiduciaries.

Outside the office, my husband, Sam, and our children, Nylah and Remy, are at the center of my life. I love staying active, particularly strength training, traveling together as a family, watching Michigan athletics, and being involved in my kids’ activities. I also serve as Treasurer and Finance Committee Chair for Girls on the Run. I am proud to put my financial background to work for an organization dedicated to helping girls in our community build confidence, character, and healthy habits.