Phone:
My approach to financial planning is rooted in empathy and a deep commitment to helping clients feel more empowered and less overwhelmed by their financial situation. I believe that true financial well-being is about more than numbers; it’s about creating opportunities, peace, and freedom that align with what matters most to my clients. My ultimate aim is to help each client achieve a life they love, one decision at a time.
I bring a unique blend of business and legal expertise, coupled with a background in coaching, to my work at The Planning Center. My experience in healthcare, hospitality, and defense sectors—along with my focus on education and nonprofit institutions—has provided me with diverse insights into financial planning across various professional landscapes. Currently, I am pursuing my CFP designation through the University of Virginia, reflecting my commitment to continuous learning and professional growth.
I approach my work with a blend of analytical skills and emotional intelligence, striving to support clients in a way that feels both strategic and personal. My goal is not just to help clients reach their financial goals but to inspire a sense of confidence and purpose in their financial planning.
What inspires me:
Continuing to learn and grow so I can help others when they may need it.
My life’s biggest milestone:
Getting into BYU at 16 or a nearly full-ride scholarship to law school would be close contenders, but really I think my biggest milestone is consistently showing up each day ready to learn about the people and world around me. I believe a true milestone is made up of small consistent efforts to grow, learn, love, and live fully.
In my spare time:
I enjoy spending time with my husband, exploring new destinations, and engaging in music—whether it’s playing the violin, piano, or composing original pieces. As a lifelong learner, I’m always eager to expand my horizons—whether through traveling, reading, or seeking new ways to connect with the world around me.
Favorite destination:
Paris—though London, Kuala Lumpur, Lugala, or Cusco are close contenders
People I look up to:
Michelle Obama, Melinda Gates, The Duchess of Sussex, Gabby Bernstein
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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