Bio
Behind every great financial plan is thoughtful analysis and coordination.
I help support clients and advisors through detailed planning analysis and strategy development. I evaluate financial scenarios, model outcomes, and ensure plans align with client goals across life stages.
My approach centers on:
Analytical insight
Precision and clarity
Collaborative planning
By combining analysis with real-world application, I help bring financial strategies to life.
Areas of Focus
Financial Planning Analysis
Strategy Modeling
Long-Term Wealth Planning
Credentials & Expertise
I am securities registered, life and health licensed, and earned my prestigious CFP certification in 2022. I bring a deep understanding of financial markets and planning principles. I am dedicated to guiding individuals and families toward their financial goals by translating complex financial concepts into clear, actionable, and holistic plans that address client needs from risk protection to investment management. I also hold Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) designations.
Education
Bachelor of Finance, Financial Planning and Economics, Illinois State, Normal, IL.
Beyond the Office
I have two Great Danes, Mack and Moose. I enjoy spending my free time outdoors camping and hiking!
