I've spent my career helping people make confident, informed decisions about their money and their future- and I don't take that responsibility lightly.
My foundation is built on both education and experience. I earned my Bachelor of Business Administration in Finance and Marketing and my Master of Business Administration from the University of Kentucky, where I was also a member of the swim team, served as team captain my senior year, and competed in the U.S. Olympic Trials in 2012 and 2016. Those experiences shaped how I approach life and financial planning; with discipline, focus, integrity, and perseverance.
Today I bring that same mindset into every client relationship. I specialize in comprehensive financial planning, retirement income strategies, investment management, tax-aware planning, risk management, and lepacy planning- helping individuals and families build clarity, confidence, and long-term security. My role isn't to manage money; it's to simplify complexity, create structure, and walk beside you as your life evolves.
I am a CERTIFIED FINANCIAL PLANNER professional, a SmartVestor Pro, and hold my series 6, 7, 63, and 65 licenses, alonp with my Life and Health insurance license. I'm proud to be an independent advisor with the flexibility to recommend strategies and solutions based solely on what's best for you.
At the heart of everything I do is this belief: financial planning should feel personal, empowering, and aligned with your values. I approach every relationship with the heart of a teacher, a coach, and a long-term partner- focused on helping you build a plan you understand, trust, and feel confident living out.
A fun personal note—there are deer in my backyard, and I've become completely obsessed with them.
It's a daily reminder that peace, patience, and perspective matter... in life and in planning.
Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.