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Retirement & Planning
Personalized strategies to grow and protect your wealth.
Investment Management
Helping you prepare for every stage of life—with confidence.
Estate, Protection & Legacy
Planning for what matters most, now and for the future.
Partnering with Me
Working together means regular check-ins, annual reviews, and access to exclusive resources such as free wills and discounted trusts. I also host events throughout the year to help clients stay informed and connected, no matter where they are.
$100M Club: Top Female Advisors 2026 Award
Earlier this year, I was recognized by InvestmentNews as a member of the 2026 $100M Club, which recognizes female financial advisors who individually manage at least $100 million in client assets.
This recognition reflects the trust my clients place in me, and I'm grateful for the opportunity to help them navigate important financial decisions. I'm committed to continuing to provide thoughtful guidance and personalized service to every client I work with.
The InvestmentNews $100M Club: Top Female Advisors is a third-party rating issued by InvestmentNews in 2026. Eligibility required female financial advisors to individually manage at least $100 million in assets under management (AUM) as of December 31, 2025, and satisfy additional criteria established by InvestmentNews. Rankings were determined by InvestmentNews using a weighted formula that considered overall AUM, AUM growth, and client growth during the period January 1, 2025 through December 31, 2025. Nominees were required to be affiliated with a national, independent, regional, or bank broker-dealer firm in the United States, and nominee information was verified by the nominee's firm prior to acceptance. No fee was paid to be considered for this recognition. This recognition is not indicative of future investment performance and is not representative of any client's experience. For additional details, please visit: Top female financial advisors 2026: meet the $100M club - InvestmentNews
NTSA Emerging Star Accolade
NTSA Emerging Star Accolade: Celebrating New and Influential TalentI’m grateful for the opportunity to serve my clients and contribute to the NTSA Business Intelligence and Summit Planning Committees.
This recognition is a meaningful milestone, and I remain committed to strengthening our profession, advancing inclusive financial education, and helping individuals plan confidently for retirement.
The Emerging Star Accolade was awarded by the National Tax-Deferred Savings Association (NTSA) in [YEAR] (for the [YEAR+1] accolade cycle. The award recognizes rising leaders within NTSA who demonstrate exceptional promise, innovation, and impact in the 403(b), 457(b), and ERISA non-profit retirement industry. Eligibility was limited to NTSA members with 2–10 years of experience in the 403(b)/457(b) industry as of January 1, [YEAR], who met all applicable ethical, licensing, and regulatory standards. NTSA membership dues are paid on a calendar-year basis. This award is not indicative of future performance or client experience, and no compensation was provided in exchange for this recognition. For additional details, please visit: NTSA Emerging Star Accolade: Celebrating New and Influential Talent
Investment News: 40 Under 40
I’m honored to be recognized by Investment News as one of the top financial advisors in the U.S. through their Rising Stars 40 Under 40 award.
Learn more about this recognition and my approach to helping clients achieve their financial goals.
InvestmentNews Rising Stars is an annual recognition program highlighting wealth management and financial advice professionals under age 40. Candidates are evaluated based on criteria established by InvestmentNews, including professional achievements, leadership, industry contributions, and community involvement. Winners are selected with input from an independent advisory panel. The recognition was based on information submitted and evaluated during the 2025 award cycle. No fee was paid to be considered for this recognition. The recognition is not indicative of future investment performance or representative of any client's experience. For additional details, please visit: Nominations open for InvestmentNews’ Rising Stars 2026.