Because wealth should support your values and your life - not define them. 

After more than two decades as a financial planner—including founding and leading a comprehensive fee-only advisory firm and serving in national leadership with the Financial Planning Association—I recognized something important: financial success alone doesn't create a fulfilling life.

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Today, I work at the intersection of wealth strategy, personal growth, and purposeful living. As a Personal Financial Advocate, I help individuals and families coordinate the many moving parts of their financial lives, navigate complex decisions with confidence, and ensure that every financial choice supports what matters most.

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My role is not to replace your trusted professionals, but to help them work together on your behalf. I serve as an independent guide, thought partner, and advocate—bringing clarity to complexity, encouraging thoughtful decisions, and helping ensure important priorities don't get lost between meetings or overlooked over time.

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I believe money is far more than a measure of success. When aligned with your values, it becomes a powerful tool for creating freedom, strengthening relationships, expanding your capacity to contribute, and experiencing greater peace of mind. My goal is to help you use your wealth intentionally—so your financial resources support not only the life you've built, but the life you're here to live.