Financial Planner
I’m passionate about financial planning and bring a wide variety of business and life experience to support client’s goals and dreams. As a former corporate Commodity Buyer and Business Analyst for three Fortune 500 companies, I have 15+ years of success in procurement, contract negotiation, project management, business development, system optimization, training and business consulting.
I changed careers into financial planning after wanting to better understand my own family’s financial picture and help others do the same. I’m a curious, life-long learner and love the field of personal finance because there is always more to learn.
In my free time, I enjoy spending time in nature, reading, listening to a good podcast, volunteering and staying active through yoga, weights, walking and gardening. I love spending time with my husband and our children.
My Why
I love this work because of the people behind the numbers. Personal finance touches every facet of life- the hard work, joys, fears, dreams, and legacy we want to leave. I’m honored to be a part of that process.
We’ve shifted from an era of pensions and employer-driven security to one where individuals shoulder the financial burden—without being taught how to manage it. I’m passionate about closing that education gap, especially for younger generations navigating student loans, debt, rising home prices, and fewer financial protections. I’m also deeply committed to helping women gain the confidence and tools to take charge of their financial lives.
For me, it’s not just about money—it’s about leveling the playing field through empowerment, independence, and creating real options for the future.
Education
- Miami University Oxford, OH- BS Business Management, double major in Procurement and Organizational Behavior, Finance minor.
- CFP® education through the College for Financial Planning and Boston University
- RYT
