I became a financial advisor in 2009, during the heart of the Great Financial Crisis, driven by a deeply personal mission. Growing up in a family that didn’t understand money and investing, I saw firsthand how a lack of financial knowledge could lead to a lifetime of insecurity. In college, after accumulating significant debt, I recognized I was following the same path. I knew that I needed to change my relationship with money, and I wanted to help others who faced a similar struggle.

Since then, my purpose has been clear:

1. To master personal finance and investment strategies,

2. To communicate them clearly and simply, and

3. To serve individuals and families—like mine—who need someone they can trust.

I don’t tell my clients what to do. I educate, guide, and walk alongside them—helping them make confident, informed decisions about their financial futures. As a fiduciary, I am committed to putting my clients’ interests first and building lifelong relationships grounded in trust, transparency, and an unwavering commitment to service.