I became a financial planner because I believe people deserve more than confusing statements, generic advice, and a pile of homework after every meeting. My job is to simplify your financial life, so you feel confident in every decision you make. One thing that's important to me: you won't leave our meetings with a long to-do list. We handle action items together, so nothing slips through the cracks and you always leave with real progress made.
Since 2017, I've helped families navigate all of life's financial moments: buying a home, raising kids, running a business, planning for retirement, and everything in between. I earned my CFP® designation in 2020, which deepened my commitment to holistic, client-centered planning. My approach centers on measuring your financial vital signs — the key metrics that reveal whether you're truly on track — and making sure you understand exactly what those numbers mean and what to do about them.
Our firm partners with Cetera Wealth Services, LLC, where I serve on multiple advisory councils, contributing to conversations on technology, financial planning strategy, and the client experience. I'm also a regular speaker at Cetera conferences, sharing what's working with peers across the industry.
Before financial planning, I spent 10 years in sports public relations, working with organizations including the Houston Texans, Indianapolis Colts, San Antonio Spurs, and Frisco RoughRiders. During my time with the Texans, our communications team twice won the Pete Rozelle Award, given annually to the NFL's top public relations staff.
I graduated magna cum laude from Southeast Missouri State University in 2010. I live in Rockwall with my spouse and three kids, serve as president of the Downtown Rockwall Association, volunteer as a soccer coach, and am an active member of First United Methodist Church of Rockwall. I'm especially passionate about helping young families build financial confidence because I'm living that same journey right alongside them.