Meet the Team

At the heart of what we do is a passion for serving the people who dedicate their lives to serving others. We are honored to work with individuals and families who make a difference in our communities every day, and we believe thoughtful financial planning is one way we can support the important work they do. Our goal is to provide trusted guidance, exceptional service, and lasting relationships that help our clients feel confident about their financial future.

You'll work directly with me throughout our relationship. I believe that personal connection and consistent guidance are essential to helping you achieve your financial goals. Supporting that experience is Kerstin, our Client Service Associate, who helps ensure every interaction is seamless by coordinating account servicing, handling administrative requests, and keeping communication timely and efficient. Behind the scenes, we're also supported by the dedicated professionals at Cetera, whose expertise in operations, compliance, and technology allows us to deliver the highest level of service. Together, this team enables me to focus on what matters most - providing you with personalized advice and exceptional care.