About
I’m a wife, mother, financial expert, and lifelong learner. Setting goals and achieving them is a passion of mine—but I didn’t start out this way.
When I graduated from college (in a field unrelated to finance), I only had one job prospect, which didn’t quite go as planned. Like many graduates, I left school with student loans and some credit card debt, all while trying to figure out life with limited financial knowledge. I was skilled at living in the moment but rarely thought about the future.
That changed once I got married and began considering a family. I realized that planning ahead and setting goals wasn’t just practical; it was essential. My first major goal was to stay home with our child, which meant preparing to live on a single income. To do that, I had to tackle my college debt. It took about two years, but finally achieving that goal brought a huge sense of relief—and a new perspective on finances.
This experience sparked a passion for financial planning and empowering others to take control of their finances. I saw firsthand how transformative a clear financial plan could be—not just in reaching goals but in creating peace of mind. Inspired by this, I pursued a path in financial advising to help others build confidence in their financial future, whether they're just starting out or aiming to achieve new milestones. Now, I’m dedicated to guiding people through their own financial journeys, equipping them with the tools and insights to make informed, confident decisions.
My Certifications & Memberships
ChSNC®
Chartered Special Needs Consultant®
The ChSNC® is the only credential designed to prepare financial advisors to help people with special needs. Through the program, advisors gain an in-depth knowledge of the best strategies for ensuring that families who are caring for a person with disabilities have the resources they need to live well.
AFC®
Accredited Financial Counselor®
AFC® certification marks the highest standards of excellence in the field of financial counseling and education. Our programs train professionals to guide clients through a holistic counseling framework of life cycle financial education. This allows the professional to provide a high-level, tailored approach based on the needs of each client to effectively analyze and create lasting financial behavior change.
MQFP®
Military Qualified Financial Planner®
An MQFP also holds the CFP®, AFC®, ChFC®, CFA®, CPA, or a State Bar Association license in good standing.
Fiduciary and fee-only at all times. An MQFP® operates in a fee-only capacity (no sales, commissions, etc.), works at a firm that also only receives compensation from clients, and is not married to anyone that works in a financial sales capacity.
An MQFP exemplifies integrity, competence, skills, diligence, professionalism, obedience of laws and regulations, and an outstanding personal financial history.
CFP®
Certified Financial Planner®
A Certified Financial Planner (CFP) is a credentialed professional who has met rigorous standards in education, examination, experience, and ethics, as set by the CFP Board. To earn this designation, CFPs complete specialized coursework in financial planning, pass a comprehensive exam, gain relevant work experience, and commit to a strict code of ethics. They are also required to continue their education to stay current in the field, ensuring they provide knowledgeable and ethical guidance in all areas of personal finance.
ChFC®
Chartered Financial Consultant
A Chartered Financial Consultant (ChFC) is a financial professional who has completed advanced coursework in financial planning through The American College of Financial Services. To earn this designation, ChFCs study a wide range of personal finance topics, including retirement, estate, and tax planning, and pass exams for each course. They must also meet experience requirements and adhere to high ethical standards, making them qualified to provide comprehensive financial guidance. Continuing education ensures that ChFCs stay up-to-date with the latest financial planning strategies and practices.