I help individuals and small business owners take control of their financial future with clarity and confidence. My work centers on building comprehensive, integrated financial strategies that align personal goals with professional realities—so every dollar is working as efficiently as possible. 

For business owners, that may mean key employee retention strategies, succession and exit planning, or benefits designed to support long-term growth. On the personal side, I focus on legacy, protection, and distribution planning to help ensure your financial decisions today support the people and causes that matter most tomorrow. 

My approach is shaped by a lifetime of adaptability and discipline. As a former Navy kid who moved 27 times and lived abroad in Iceland and Spain, I learned early the value of structure—along with knowing when to think creatively. Before entering financial services, I spent years as a marketing director, primarily serving nonprofits, where I honed my ability to see the big picture and bring multiple moving parts together into a cohesive plan. 

After witnessing a close friend experience estate fraud, I made it my mission to help families and business owners avoid the financial and legal challenges that come from incomplete or uncoordinated planning. Today, I bring that same strategic mindset to financial services—helping clients protect what they’ve built and plan intentionally for what comes next. 

Outside of work, I’m deeply committed to community and wellness. I adopted a once-homeless chihuahua who found her way into my home (with the help of leftover Thanksgiving turkey), and I teach Zumba and yoga classes around town. I believe strong finances, like strong bodies, require balance, consistency, and care—mind, body, and wallet®.