I began my career in financial services in April 2025 after knowing Jim for many years on a personal level. With a background in both physics and sales, I bring a unique blend of analytical thinking and interpersonal insight to the financial advising space. The transition from teaching towards a role such as this has been a big change, but one I am excited about, and I am ready to implement all the skills I learned along the way.
What drew me to this field wasn’t just a passion for numbers—it was the chance to make a real impact on people’s lives. I think financial planning is more than just numbers—it’s really about getting to know people, understanding what matters to them, and helping them make smart choices through life’s big moments.
Outside of work, I enjoy staying active at the gym, spending time with my husky, golfing, and exploring new ways to grow—both personally and professionally. I love meeting people, traveling, and just enjoying life as much as I can.