About Me

With more than two decades of experience in education and athletic administration, I bring a strong foundation of leadership, organization, and strategic planning to the financial services industry. I discover a new professional calling in helping individuals and families build financial confidence and clarity. I hold the Financial Paraplanner Qualified Professional™ (FPQP®) designation through Kaplan, strengthening my knowledge in financial planning, investment fundamentals, retirement strategies, and client relationship management.

My experience as an Athletic Director develops my commitment to discipline, teamwork, and goal-oriented execution, qualities that directly translate to effective financial planning. I am passionate about helping clients connect their financial goals with practical, actionable strategies that create long-term stability and peace of mind.
 

I am currently pursuing opportunities in financial planning and wealth management, with the long-term goal of serving as a financial advisor and partner in a client-centered practice.​