“Wealth is not about money – it is about being in a position to do the things that matter most to you.”

Background and Experience

At the core of my approach is a commitment to understanding your unique financial journey. I'm passionate about connecting with clients who have worked hard to reach their current position but seek clarity on what comes next. Having once felt like an outsider in the investment world, my goal is to ensure no one is hindered by a lack of knowledge or understanding. Let's work together to empower you with the insights needed for your financial destination.

Whether navigating newfound financial resources or optimizing existing assets, I'm here to help. Starting by getting to know you, I gain insights into your current financial situation, concerns, and goals. This personalized approach helps ensure we build a foundation reflecting your unique circumstances and aspirations. Using this information, I develop personalized investment strategies aligned with your financial objectives. The commitment doesn't end there- regular reviews and adjustments are integral to keeping your plan dynamic and responsive to change.

My passion for planning is fueled by the desire to help people understand and navigate the current financial system. I received my Bachelor of Science in Business Administration with a concentration in Finance from Samford University. After several years in banking followed by several years in Europe, I became a licensed financial advisor in 2019.

Away from the Office

In my spare time, you can find me traveling with my family, spending time outside with my pets, or checking out new restaurants. If you need or have any recommendations on where to eat, please reach out!