I am passionate about helping individuals and families build strong financial foundations because I have seen firsthand the impact that a well-structured financial plan can have. Growing up with parents who prioritized financial planning, I understand how it can relieve stress and create long-term confidence. I was drawn to this industry through my studies in finance, where I developed a deep interest in the ever-evolving nature of wealth management and the endless opportunity to continuously learn and grow. Outside of my professional life, I enjoy golfing, reading, and pickleball. As a former collegiate baseball player, I have developed a strong sense of discipline, teamwork, and drive that I carry into my work with clients every day.
Areas of Focus
Small Business Owners
Retirement Planning
Wholistic Financial Planning
Education & Credentials
Bachelors of Administration/Finance - Roanoke College
Personal Interests
Coaching
Cooking
Team Sports