With a passion for meaningful financial planning, I work closely with advisors and their clients to identify what truly matters most to them — whether that means financial independence, family security, career flexibility, travel, philanthropy, or other lifelong dreams. By understanding each client’s unique goals and values, I help build thoughtful financial strategies designed to turn those aspirations into achievable realities.

I believe that financial planning is about more than numbers; it’s about creating a roadmap that empowers people to live intentionally and confidently pursue the life they envision.

Outside of the office, I enjoy spending quality time with family and friends. I frequently travel back to my home state of Ohio to make the most of every moment with my siblings. As a first-time homeowner, I’ve also enjoyed creating a warm, inviting space where I can host and gather with the people I care about most. In the summer, you can usually find me out on the lake, wake surfing and enjoying the sunshine. I also have a passion for traveling and exploring new places around the world. While I’m especially drawn to beach destinations like Puerto Rico and Belize, I’ve also loved experiencing the natural beauty of Banff and the charm and history of Ireland. Traveling allows me to experience different cultures, create lasting memories, and step outside of my everyday routine. I’m especially excited to continue exploring new destinations, with my dream trip to Africa already booked for 2028.