Financial planning is the heart of my practice, and I've developed a strong passion for financial literacy over my 15+ years in the financial services industry.
Growing up and through my education, I became fascinated by financial concepts like compound interest, investing, and understanding how money impacts everyday life. This curiosity led me to become securities licensed and pursue a career dedicated to helping others navigate their financial futures.
While I am a financial planner by profession, my area of expertise is in the group retirement and defined contribution space. I am passionate about educating plan participants on financial literacy and guiding them toward more secure financial futures. Additionally, I work closely with plan sponsors to improve outcomes and create efficiencies, taking on a fiduciary role to ensure their best interests are always a priority.
I graduated from Grand Canyon University with a bachelor's degree in applied management and hold the Accredited Investment Fiduciary (AIF®) designation. Outside of work, I enjoy spending quality time with my son and family, cooking, and playing an occasional round of golf.