I am passionate about helping individuals, families, and business owners make informed financial decisions and build confidence in their financial future. Since beginning my career in the financial services industry in 2020, I have focused on developing lasting relationships and providing personalized guidance tailored to each client's unique goals and circumstances. Whether helping someone prepare for retirement, manage investments, protect their family, or navigate a major life transition, I believe that a strong financial strategy begins with listening, understanding, and building trust.
As a native Virginian, I remain deeply connected to the values and communities that helped shape me while proudly serving clients across the country. I graduated from Hampden-Sydney College with a degree in Economics and a minor in Environmental Studies. My passion for financial planning was influenced by growing up around the financial services industry and seeing firsthand the impact trusted advice can have on individuals, families, and business owners. My father's career in banking, private lending, and wealth management helped instill in me the importance of building meaningful relationships and serving clients with integrity.